EWA
DFVX icon

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

Elevate Wealth Advisory’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 		$5.2K Sell
70
-1
-1% -$77 ﹤0.01% 121
2025
Q4 		$5.28K Hold
71
– – ﹤0.01% 117
2025
Q3 		$5.16K Buy
+71
New +$5.04K ﹤0.01% 114

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 $1.59B AUM 18.1% 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

Elevate Wealth Advisory's DFVX Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 1.4% in Q1 2026, selling an estimated $77 and leaving 70 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Elevate Wealth Advisory first reported a position in DFVX in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.28K in Q4 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Elevate Wealth Advisory held 70 shares of Dimensional US Large Cap Vector ETF worth $5.2K as of Q1 2026.
  • Elevate Wealth Advisory sold 1 Dimensional US Large Cap Vector ETF share in Q1 2026, an estimated $77.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Elevate Wealth Advisory's portfolio in Q1 2026, its #121 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional US Large Cap Vector ETF in Q3 2025 and has held it in 3 quarters since.
  • Elevate Wealth Advisory's Dimensional US Large Cap Vector ETF position peaked at $5.28K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.