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
Q2 		$5.76K Hold
70
– – ﹤0.01% 121
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 $5.27B 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
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 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

Elevate Wealth Advisory's DFVX Position: Q2 2026 in Review

Elevate Wealth Advisory held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q2 2026 at 70 shares worth $5.76K. 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 4 quarters since. 50 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Elevate Wealth Advisory held 70 shares of Dimensional US Large Cap Vector ETF worth $5.76K as of Q2 2026.
  • Elevate Wealth Advisory 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 Elevate Wealth Advisory's portfolio in Q2 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 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.