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 Q3	$31.5K	Hold	378	–	–	﹤0.01%	2069
2026 Q2	$31.1K	Hold	378	–	–	﹤0.01%	2021
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

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Elite Life Management Sarasota, Florida $86.8M AUM 15.54% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

AssetMark Inc's DFVX Position: Q3 2026 in Review

AssetMark Inc held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q3 2026 at 378 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

AssetMark Inc first reported a position in DFVX in Q1 2025 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold DFVX as of Q3 2026.

AssetMark Inc held 378 shares of Dimensional US Large Cap Vector ETF worth $31.5K as of Q3 2026.
AssetMark Inc left its Dimensional US Large Cap Vector ETF share count unchanged in Q3 2026.
Dimensional US Large Cap Vector ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2069 holding.
AssetMark Inc first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.