HSA
HBK Sorce Advisory’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274M | Buy |
3,979,653
+117,748
| +3% | +$8.12M | 7.42% | 4 |
|
|
2025
Q1 | $248M | Buy |
3,861,905
+407,006
| +12% | +$26.1M | 7.26% | 4 |
|
|
2024
Q4 | $226M | Buy |
3,454,899
+677,256
| +24% | +$44.2M | 6.8% | 4 |
|
|
2024
Q3 | $182M | Buy |
2,777,643
+94,516
| +4% | +$6.19M | 5.54% | 4 |
|
|
2024
Q2 | $167M | Buy |
2,683,127
+163,193
| +6% | +$10.1M | 5.82% | 4 |
|
|
2024
Q1 | $158M | Buy |
2,519,934
+348,637
| +16% | +$21.8M | 5.57% | 4 |
|
|
2023
Q4 | $122M | Buy |
+2,171,297
| New | +$122M | 4.71% | 4 |
|