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DFVX icon

EWA LLC’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

EWA LLC’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 		$670K Sell
8,148
-2,675
-25% -$215K 0.12% 100
2026
Q1 		$804K Sell
10,823
-4,005
-27% -$307K 0.18% 68
2025
Q4 		$1.1M Buy
+14,828
New +$1.09M 0.27% 49

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

EWA LLC's DFVX Position: Q2 2026 in Review

EWA LLC reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 25% in Q2 2026, selling an estimated $215K and leaving 8,148 shares worth $670K. The position accounts for 0.12% of the portfolio, ranked #100.

EWA LLC first reported a position in DFVX in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • EWA LLC held 8,148 shares of Dimensional US Large Cap Vector ETF worth $670K as of Q2 2026.
  • EWA LLC sold 2,675 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $215K.
  • Dimensional US Large Cap Vector ETF made up 0.12% of EWA LLC's portfolio in Q2 2026, its #100 holding.
  • EWA LLC first reported a position in Dimensional US Large Cap Vector ETF in Q4 2025 and has held it in 3 quarters since.
  • EWA LLC's Dimensional US Large Cap Vector ETF position peaked at $1.1M in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.