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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
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 $1.41B AUM 14.87% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HBK Sorce Advisory's DFVX Position: Q1 2026 in Review

HBK Sorce Advisory increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 2.8% in Q1 2026, buying an estimated $9.25M and bringing the position to 4,425,007 shares worth $357M. The position accounts for 7.08% of the portfolio, ranked #4.

HBK Sorce Advisory first reported a position in DFVX in Q4 2023 and has held it in 10 quarters since. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • HBK Sorce Advisory held 4,425,007 shares of Dimensional US Large Cap Vector ETF worth $357M as of Q1 2026.
  • HBK Sorce Advisory bought 120,808 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $9.25M.
  • Dimensional US Large Cap Vector ETF made up 7.08% of HBK Sorce Advisory's portfolio in Q1 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 10 quarters since.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.