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

Independent Wealth 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	$227K	Buy	+2,756	New	+$222K	0.21%	71

Other funds holding DFVX

Wealth Enhancement Advisory Services

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

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Independent Wealth Advisors's DFVX Position: Q2 2026 in Review

Independent Wealth Advisors opened a new position in Dimensional US Large Cap Vector ETF (DFVX) in Q2 2026: 2,756 shares worth $227K. The stake represents 0.21% of the portfolio and ranks #71 among its holdings.

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

Independent Wealth Advisors held 2,756 shares of Dimensional US Large Cap Vector ETF worth $227K as of Q2 2026.
Dimensional US Large Cap Vector ETF was a new Independent Wealth Advisors position in Q2 2026.
Dimensional US Large Cap Vector ETF made up 0.21% of Independent Wealth Advisors's portfolio in Q2 2026, its #71 holding.
16 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Independent Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.