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

Colonial Trust’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	$4.61K	Hold	56	–	–	﹤0.01%	890
2026 Q1	$4.16K	Hold	56	–	–	﹤0.01%	893
2025 Q4	$4.16K	Hold	56	–	–	﹤0.01%	877
2025 Q3	$4.07K	Hold	56	–	–	﹤0.01%	871
2025 Q2	$3.86K	Buy	+56	New	+$3.62K	﹤0.01%	882

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

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 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

Colonial Trust's DFVX Position: Q2 2026 in Review

Colonial Trust held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q2 2026 at 56 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Colonial Trust first reported a position in DFVX in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

Colonial Trust held 56 shares of Dimensional US Large Cap Vector ETF worth $4.61K as of Q2 2026.
Colonial Trust left its Dimensional US Large Cap Vector ETF share count unchanged in Q2 2026.
Dimensional US Large Cap Vector ETF made up ﹤0.01% of Colonial Trust's portfolio in Q2 2026, its #890 holding.
Colonial Trust first reported a position in Dimensional US Large Cap Vector ETF in Q2 2025 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.