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

Cary Street Partners’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 		$811K Sell
9,862
-1,428
-13% -$115K 0.02% 543
2026
Q1 		$839K Sell
11,290
-2,719
-19% -$208K 0.02% 479
2025
Q4 		$1.04M Sell
14,009
-1,388
-9% -$102K 0.03% 433
2025
Q3 		$1.12M Buy
15,397
+990
+7% +$70.2K 0.03% 405
2025
Q2 		$993K Sell
14,407
-1,428
-9% -$92.2K 0.03% 414
2025
Q1 		$1.02M Buy
15,835
+6,287
+66% +$420K 0.03% 389
2024
Q4 		$623K Buy
+9,548
New +$638K 0.02% 468

Other funds holding DFVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

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

Cary Street Partners reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 13% in Q2 2026, selling an estimated $115K and leaving 9,862 shares worth $811K. The position accounts for 0.02% of the portfolio, ranked #543.

Cary Street Partners first reported a position in DFVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2025. 12 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Cary Street Partners held 9,862 shares of Dimensional US Large Cap Vector ETF worth $811K as of Q2 2026.
  • Cary Street Partners sold 1,428 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $115K.
  • Dimensional US Large Cap Vector ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #543 holding.
  • Cary Street Partners first reported a position in Dimensional US Large Cap Vector ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Dimensional US Large Cap Vector ETF position peaked at $1.12M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

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