HBK Sorce Advisory’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History
Bought
Maintained
Sold
Other funds holding DFVX
IWA
HBK Sorce Advisory's DFVX Position: Q3 2026 in Review
HBK Sorce Advisory increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 1.5% in Q3 2026, buying an estimated $5.7M and bringing the position to 4,566,087 shares worth $380M. The position accounts for 7.33% of the portfolio, ranked #4.
HBK Sorce Advisory first reported a position in DFVX in Q4 2023 and has held it in 12 quarters since. The position peaked at $385M in Q2 2026. 25 funds tracked by Wall St. Rank hold DFVX as of Q3 2026.
- HBK Sorce Advisory held 4,566,087 shares of Dimensional US Large Cap Vector ETF worth $380M as of Q3 2026.
- HBK Sorce Advisory bought 67,729 Dimensional US Large Cap Vector ETF shares in Q3 2026, an estimated $5.7M.
- Dimensional US Large Cap Vector ETF made up 7.33% of HBK Sorce Advisory's portfolio in Q3 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 12 quarters since.
- HBK Sorce Advisory's Dimensional US Large Cap Vector ETF position peaked at $385M in Q2 2026.
- 25 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q3 2026.
Based on HBK Sorce Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.