HighTower Advisors’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

HighTower Advisors’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	$281K	Buy	3,780 +13	+0.3%	+$996	﹤0.01%	3229
2025 Q4	$280K	Sell	3,767 -190	-5%	-$13.9K	﹤0.01%	3099
2025 Q3	$288K	Buy	3,957 +14	+0.4%	+$993	﹤0.01%	3080
2025 Q2	$272K	Buy	3,943 +14	+0.4%	+$904	﹤0.01%	3018
2025 Q1	$252K	Buy	3,929 +12	+0.3%	+$801	﹤0.01%	3006
2024 Q4	$256K	Sell	3,917 -129	-3%	-$8.61K	﹤0.01%	3009
2024 Q3	$265K	Buy	4,046 +11	+0.3%	+$694	﹤0.01%	2904
2024 Q2	$251K	Buy	4,035 +13	+0.3%	+$799	﹤0.01%	2862
2024 Q1	$252K	Buy	4,022 +9	+0.2%	+$530	﹤0.01%	2813
2023 Q4	$225K	Buy	+4,013	New	+$216K	﹤0.01%	2935

Other funds holding DFVX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

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 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

HighTower Advisors's DFVX Position: Q1 2026 in Review

HighTower Advisors increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 0.35% in Q1 2026, buying an estimated $996 and bringing the position to 3,780 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #3229.

HighTower Advisors first reported a position in DFVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $288K in Q3 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

HighTower Advisors held 3,780 shares of Dimensional US Large Cap Vector ETF worth $281K as of Q1 2026.
HighTower Advisors bought 13 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $996.
Dimensional US Large Cap Vector ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3229 holding.
HighTower Advisors first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and has held it in 10 quarters since.
HighTower Advisors's Dimensional US Large Cap Vector ETF position peaked at $288K in Q3 2025.
41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.