CW
DFVX icon

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

Curio Wealth’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 		$10.5M Buy
127,323
+11,558
+10% +$929K 3.25% 8
2026
Q1 		$8.6M Buy
115,765
+10,474
+10% +$802K 2.94% 7
2025
Q4 		$7.92M Buy
105,291
+22,921
+28% +$1.68M 2.81% 7
2025
Q3 		$5.99M Buy
82,370
+14,649
+22% +$1.04M 2.46% 9
2025
Q2 		$4.67M Buy
67,721
+67,571
+45,047% +$4.36M 2.04% 11
2025
Q1 		$2.61M Sell
150
-39,032
-100% -$2.61M 1.36% 16
2024
Q4 		$2.56M Buy
+39,182
New +$2.62M 1.38% 16

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Curio Wealth's DFVX Position: Q2 2026 in Review

Curio Wealth increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 10% in Q2 2026, buying an estimated $929K and bringing the position to 127,323 shares worth $10.5M. The position accounts for 3.25% of the portfolio, ranked #8.

Curio Wealth first reported a position in DFVX in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Curio Wealth held 127,323 shares of Dimensional US Large Cap Vector ETF worth $10.5M as of Q2 2026.
  • Curio Wealth bought 11,558 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $929K.
  • Dimensional US Large Cap Vector ETF made up 3.25% of Curio Wealth's portfolio in Q2 2026, its #8 holding.
  • Curio Wealth first reported a position in Dimensional US Large Cap Vector ETF in Q4 2024 and has held it in 7 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.