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HBK Sorce Advisory’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

HBK Sorce Advisory’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 		$385M Buy
4,498,358
+73,351
+2% +$5.9M 7.3% 4
2026
Q1 		$357M Buy
4,425,007
+120,808
+3% +$9.25M 7.08% 4
2025
Q4 		$337M Buy
4,304,199
+139,123
+3% +$10.2M 7.73% 4
2025
Q3 		$302M Buy
4,165,076
+185,423
+5% +$13.2M 7.56% 4
2025
Q2 		$274M Buy
3,979,653
+117,748
+3% +$7.6M 7.42% 4
2025
Q1 		$248M Buy
3,861,905
+407,006
+12% +$27.2M 7.26% 4
2024
Q4 		$226M Buy
3,454,899
+677,256
+24% +$45.2M 6.8% 4
2024
Q3 		$182M Buy
2,777,643
+94,516
+4% +$5.97M 5.54% 4
2024
Q2 		$167M Buy
2,683,127
+163,193
+6% +$10M 5.82% 4
2024
Q1 		$158M Buy
2,519,934
+348,637
+16% +$20.5M 5.57% 4
2023
Q4 		$122M Buy
+2,171,297
New +$117M 4.71% 4

Other funds holding DFVX

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HBK Sorce Advisory's DFVX Position: Q2 2026 in Review

HBK Sorce Advisory increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 1.7% in Q2 2026, buying an estimated $5.9M and bringing the position to 4,498,358 shares worth $385M. The position accounts for 7.3% of the portfolio, ranked #4.

HBK Sorce Advisory 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.

  • HBK Sorce Advisory held 4,498,358 shares of Dimensional US Large Cap Vector ETF worth $385M as of Q2 2026.
  • HBK Sorce Advisory bought 73,351 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $5.9M.
  • Dimensional US Large Cap Vector ETF made up 7.3% of HBK Sorce Advisory's portfolio in Q2 2026, its #4 holding.
  • HBK Sorce Advisory 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 HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.