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Crews Bank & Trust’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Crews Bank & 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 		$26.7K Hold
325
– – ﹤0.01% 457
2026
Q1 		$24.1K Buy
+325
New +$24.9K ﹤0.01% 451

Other funds holding DFVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

Crews Bank & Trust's DFVX Position: Q2 2026 in Review

Crews Bank & Trust held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q2 2026 at 325 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Crews Bank & Trust first reported a position in DFVX in Q1 2026 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Crews Bank & Trust held 325 shares of Dimensional US Large Cap Vector ETF worth $26.7K as of Q2 2026.
  • Crews Bank & 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 Crews Bank & Trust's portfolio in Q2 2026, its #457 holding.
  • Crews Bank & Trust first reported a position in Dimensional US Large Cap Vector ETF in Q1 2026 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.