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
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 $5.05B AUM 16.64% 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 $1.41B AUM 14.87% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 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
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return

Citigroup's DFVX Position: Q1 2026 in Review

Citigroup reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 3% in Q1 2026, selling an estimated $77 and leaving 32 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #5403.

Citigroup first reported a position in DFVX in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.45K in Q4 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Citigroup held 32 shares of Dimensional US Large Cap Vector ETF worth $2.38K as of Q1 2026.
  • Citigroup sold 1 Dimensional US Large Cap Vector ETF share in Q1 2026, an estimated $77.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #5403 holding.
  • Citigroup first reported a position in Dimensional US Large Cap Vector ETF in Q3 2025 and has held it in 3 quarters since.
  • Citigroup's Dimensional US Large Cap Vector ETF position peaked at $2.45K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.