Cambridge Investment Research Advisors
DFVX icon

Cambridge Investment Research Advisors’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Cambridge Investment Research Advisors’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
Q2 		– Sell
-3,264
Closed -$209K – 3660
2025
Q1 		$209K Buy
+3,264
New +$218K ﹤0.01% 3172

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 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

Cambridge Investment Research Advisors's DFVX Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q2 2025, closing a stake of 3,264 shares — an estimated $209K sold.

Cambridge Investment Research Advisors first reported a position in DFVX in Q1 2025 and held it in 1 quarter. The position peaked at $209K in Q1 2025. 29 funds tracked by Wall St. Rank hold DFVX as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Dimensional US Large Cap Vector ETF position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,264 Dimensional US Large Cap Vector ETF shares in Q2 2025, an estimated $209K.
  • Cambridge Investment Research Advisors first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Dimensional US Large Cap Vector ETF position peaked at $209K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.