Citigroup
DFVX icon

Citigroup’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Citigroup’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 		$11.3K Buy
138
+106
+331% +$8.52K ﹤0.01% 5225
2026
Q1 		$2.38K Sell
32
-1
-3% -$77 ﹤0.01% 5403
2025
Q4 		$2.45K Buy
33
+5
+18% +$367 ﹤0.01% 5422
2025
Q3 		$2.04K Buy
+28
New +$1.99K ﹤0.01% 5477

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CW
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
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Citigroup's DFVX Position: Q2 2026 in Review

Citigroup increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 331% in Q2 2026, buying an estimated $8.52K and bringing the position to 138 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5225.

Citigroup first reported a position in DFVX in Q3 2025 and has held it in 4 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Citigroup held 138 shares of Dimensional US Large Cap Vector ETF worth $11.3K as of Q2 2026.
  • Citigroup bought 106 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $8.52K.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #5225 holding.
  • Citigroup first reported a position in Dimensional US Large Cap Vector ETF in Q3 2025 and has held it in 4 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.