Chicago Partners Investment Group’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.12M | Buy |
86,730
+2,788
| +3% | +$197K | 0.18% | 117 |
|
|
2025
Q1 | $5.33M | Buy |
83,942
+2,833
| +3% | +$180K | 0.18% | 122 |
|
|
2024
Q4 | $5.35M | Buy |
81,109
+2,040
| +3% | +$135K | 0.18% | 116 |
|
|
2024
Q3 | $5.19M | Buy |
79,069
+4,444
| +6% | +$292K | 0.18% | 112 |
|
|
2024
Q2 | $4.69M | Buy |
74,625
+32,116
| +76% | +$2.02M | 0.18% | 118 |
|
|
2024
Q1 | $2.58M | Buy |
+42,509
| New | +$2.58M | 0.11% | 163 |
|