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IEQ Capital’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

IEQ Capital’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 		$275K Buy
+3,348
New +$269K ﹤0.01% 1684

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

IEQ Capital's DFVX Position: Q2 2026 in Review

IEQ Capital opened a new position in Dimensional US Large Cap Vector ETF (DFVX) in Q2 2026: 3,348 shares worth $275K. The stake represents ﹤0.01% of the portfolio and ranks #1684 among its holdings.

51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • IEQ Capital held 3,348 shares of Dimensional US Large Cap Vector ETF worth $275K as of Q2 2026.
  • Dimensional US Large Cap Vector ETF was a new IEQ Capital position in Q2 2026.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1684 holding.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.