IWC
DFVX icon

Integrated Wealth Concepts’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Integrated Wealth Concepts’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 		$101K Buy
+1,230
New +$98.9K ﹤0.01% 2814

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

Integrated Wealth Concepts's DFVX Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Dimensional US Large Cap Vector ETF (DFVX) in Q2 2026: 1,230 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #2814 among its holdings.

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

  • Integrated Wealth Concepts held 1,230 shares of Dimensional US Large Cap Vector ETF worth $101K as of Q2 2026.
  • Dimensional US Large Cap Vector ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2814 holding.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.