Cary Street Partners Investment Advisory’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Cary Street Partners Investment Advisory’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	$139K	Buy	1,693 +1,168	+222%	+$93.9K	0.03%	444
2026 Q1	$39K	Buy	525 +107	+26%	+$8.2K	0.01%	567
2025 Q4	$31.1K	Buy	+418	New	+$30.7K	0.01%	560
2024 Q4	–	Sell	-11,591	Closed	-$760K	–	557
2024 Q3	$760K	Buy	11,591 +8,208	+243%	+$518K	0.03%	406
2024 Q2	$210K	Buy	+3,383	New	+$208K	0.01%	702

Other funds holding DFVX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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

USWIA

UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

Cary Street Partners Investment Advisory's DFVX Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 222% in Q2 2026, buying an estimated $93.9K and bringing the position to 1,693 shares worth $139K. The position accounts for 0.03% of the portfolio, ranked #444.

Cary Street Partners Investment Advisory first reported a position in DFVX in Q2 2024 and has held it in 5 quarters since. The position peaked at $760K in Q3 2024. 42 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

Cary Street Partners Investment Advisory held 1,693 shares of Dimensional US Large Cap Vector ETF worth $139K as of Q2 2026.
Cary Street Partners Investment Advisory bought 1,168 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $93.9K.
Dimensional US Large Cap Vector ETF made up 0.03% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #444 holding.
Cary Street Partners Investment Advisory first reported a position in Dimensional US Large Cap Vector ETF in Q2 2024 and has held it in 5 quarters since.
Cary Street Partners Investment Advisory's Dimensional US Large Cap Vector ETF position peaked at $760K in Q3 2024.
42 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.