Evanson Financial’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Evanson Financial’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	$206K	Buy	+2,502	New	+$201K	0.01%	315

Other funds holding DFVX

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Evanson Financial's DFVX Position: Q2 2026 in Review

Evanson Financial opened a new position in Dimensional US Large Cap Vector ETF (DFVX) in Q2 2026: 2,502 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #315 among its holdings.

51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

Evanson Financial held 2,502 shares of Dimensional US Large Cap Vector ETF worth $206K as of Q2 2026.
Dimensional US Large Cap Vector ETF was a new Evanson Financial position in Q2 2026.
Dimensional US Large Cap Vector ETF made up 0.01% of Evanson Financial's portfolio in Q2 2026, its #315 holding.
51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.