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Bill Few Associates’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Bill Few Associates’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
2025
Q4 		– Sell
-3,459
Closed -$252K – 202
2025
Q3 		$252K Buy
+3,459
New +$245K 0.06% 171

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bill Few Associates's DFVX Position: Q4 2025 in Review

Bill Few Associates sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q4 2025, closing a stake of 3,459 shares — an estimated $252K sold.

Bill Few Associates first reported a position in DFVX in Q3 2025 and held it in 1 quarter. The position peaked at $252K in Q3 2025. 40 funds tracked by Wall St. Rank hold DFVX as of Q4 2025.

  • Bill Few Associates reported no remaining Dimensional US Large Cap Vector ETF position as of Q4 2025 after selling out during the quarter.
  • Bill Few Associates sold 3,459 Dimensional US Large Cap Vector ETF shares in Q4 2025, an estimated $252K.
  • Bill Few Associates first reported a position in Dimensional US Large Cap Vector ETF in Q3 2025 and held it in 1 quarter.
  • Bill Few Associates's Dimensional US Large Cap Vector ETF position peaked at $252K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q4 2025.

Based on Bill Few Associates's 13F filing for Q4 2025, filed 12 Jan 2026.