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DFVX icon

Allworth Financial’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Allworth Financial’s Portfolio DFVX Stock Details DFVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.3K Hold
137
– – ﹤0.01% 3632
2026
Q1 		$10.2K Buy
137
+1
+0.7% +$77 ﹤0.01% 3489
2025
Q4 		$10.1K Buy
+136
New +$9.97K ﹤0.01% 3258

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Allworth Financial's DFVX Position: Q2 2026 in Review

Allworth Financial held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q2 2026 at 137 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3632.

Allworth Financial first reported a position in DFVX in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Allworth Financial held 137 shares of Dimensional US Large Cap Vector ETF worth $11.3K as of Q2 2026.
  • Allworth Financial left its Dimensional US Large Cap Vector ETF share count unchanged in Q2 2026.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3632 holding.
  • Allworth Financial first reported a position in Dimensional US Large Cap Vector ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.