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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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 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. 11 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.
  • 11 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.