HighTower Advisors
DFVX icon

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
Q2 		$312K Buy
3,791
+11
+0.3% +$884 ﹤0.01% 3186
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 $5.27B AUM 19.34% 1-Year Est. Return
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

HighTower Advisors's DFVX Position: Q2 2026 in Review

HighTower Advisors increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 0.29% in Q2 2026, buying an estimated $884 and bringing the position to 3,791 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #3186.

HighTower Advisors first reported a position in DFVX in Q4 2023 and has held it in 11 quarters since. 50 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • HighTower Advisors held 3,791 shares of Dimensional US Large Cap Vector ETF worth $312K as of Q2 2026.
  • HighTower Advisors bought 11 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $884.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3186 holding.
  • HighTower Advisors first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and has held it in 11 quarters since.
  • 50 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.