AssetMark Inc
DFVX icon

AssetMark Inc’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

AssetMark Inc’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
Q1 		$28.1K Buy
378
+319
+541% +$24.4K ﹤0.01% 1942
2025
Q4 		$4.39K Hold
59
– – ﹤0.01% 2512
2025
Q3 		$4.29K Hold
59
– – ﹤0.01% 2398
2025
Q2 		$4.07K Hold
59
– – ﹤0.01% 2195
2025
Q1 		$3.78K Buy
+59
New +$3.94K ﹤0.01% 2052

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $1.41B AUM 14.87% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return

AssetMark Inc's DFVX Position: Q1 2026 in Review

AssetMark Inc increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 541% in Q1 2026, buying an estimated $24.4K and bringing the position to 378 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

AssetMark Inc first reported a position in DFVX in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • AssetMark Inc held 378 shares of Dimensional US Large Cap Vector ETF worth $28.1K as of Q1 2026.
  • AssetMark Inc bought 319 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $24.4K.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1942 holding.
  • AssetMark Inc first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.