ELM
DFVX icon

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
Q2 		$7.36M Buy
86,039
+4,233
+5% +$340K 8.62% 4
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

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
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

Elite Life Management's DFVX Position: Q2 2026 in Review

Elite Life Management increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 5.2% in Q2 2026, buying an estimated $340K and bringing the position to 86,039 shares worth $7.36M. The position accounts for 8.62% of the portfolio, ranked #4.

Elite Life Management first reported a position in DFVX in Q4 2023 and has held it in 11 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Elite Life Management held 86,039 shares of Dimensional US Large Cap Vector ETF worth $7.36M as of Q2 2026.
  • Elite Life Management bought 4,233 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $340K.
  • Dimensional US Large Cap Vector ETF made up 8.62% of Elite Life Management's portfolio in Q2 2026, its #4 holding.
  • Elite Life Management first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and has held it in 11 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Elite Life Management's 13F filing for Q2 2026, filed 6 Aug 2026.