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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
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 $5.05B 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Curio Wealth's DFVX Position: Q1 2026 in Review

Curio Wealth increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 9.9% in Q1 2026, buying an estimated $802K and bringing the position to 115,765 shares worth $8.6M. The position accounts for 2.94% of the portfolio, ranked #7.

Curio Wealth first reported a position in DFVX in Q4 2024 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Curio Wealth held 115,765 shares of Dimensional US Large Cap Vector ETF worth $8.6M as of Q1 2026.
  • Curio Wealth bought 10,474 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $802K.
  • Dimensional US Large Cap Vector ETF made up 2.94% of Curio Wealth's portfolio in Q1 2026, its #7 holding.
  • Curio Wealth first reported a position in Dimensional US Large Cap Vector ETF in Q4 2024 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.