Elite Life Management’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Elite Life Management’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	$6.61M	Buy	81,806 +2,869	+4%	+$220K	8.26%	4
2025 Q4	$6.18M	Buy	78,937 +2,700	+4%	+$198K	10.02%	3
2025 Q3	$5.52M	Buy	76,237 +24,249	+47%	+$1.72M	11.27%	3
2025 Q2	$3.58M	Buy	51,988 +7,551	+17%	+$487K	9.22%	3
2025 Q1	$2.85M	Buy	44,437 +5,642	+15%	+$377K	8.89%	4
2024 Q4	$2.53M	Buy	38,795 +12,451	+47%	+$831K	7.5%	5
2024 Q3	$1.73M	Buy	26,344 +3,538	+16%	+$223K	5.64%	5
2024 Q2	$1.42M	Buy	22,806 +4,002	+21%	+$246K	5.49%	6
2024 Q1	$1.18M	Buy	18,804 +4,772	+34%	+$281K	5.77%	5
2023 Q4	$788K	Buy	+14,032	New	+$756K	4.72%	6

Other funds holding DFVX

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

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

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