CT
DFVX icon

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
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 $5.05B 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

Colonial Trust's DFVX Position: Q1 2026 in Review

Colonial Trust held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q1 2026 at 56 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Colonial Trust first reported a position in DFVX in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.16K in Q4 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Colonial Trust held 56 shares of Dimensional US Large Cap Vector ETF worth $4.16K as of Q1 2026.
  • Colonial Trust left its Dimensional US Large Cap Vector ETF share count unchanged in Q1 2026.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Colonial Trust's portfolio in Q1 2026, its #893 holding.
  • Colonial Trust first reported a position in Dimensional US Large Cap Vector ETF in Q2 2025 and has held it in 4 quarters since.
  • Colonial Trust's Dimensional US Large Cap Vector ETF position peaked at $4.16K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.