JY
DFVX icon

Jeff Yass’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Jeff Yass’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 		– Sell
-48,092
Closed -$3.57M – 13595
2026
Q1 		$3.57M Buy
48,092
+21,763
+83% +$1.67M ﹤0.01% 4895
2025
Q4 		$1.96M Sell
26,329
-12,369
-32% -$907K ﹤0.01% 5704
2025
Q3 		$2.81M Sell
38,698
-249
-0.6% -$17.7K ﹤0.01% 5096
2025
Q2 		$2.68M Buy
38,947
+752
+2% +$48.5K ﹤0.01% 5183
2025
Q1 		$2.45M Buy
+38,195
New +$2.55M ﹤0.01% 5087
2024
Q4 		– Sell
-28,715
Closed -$1.88M – 12382
2024
Q3 		$1.88M Sell
28,715
-8,943
-24% -$565K ﹤0.01% 5380
2024
Q2 		$2.34M Buy
37,658
+1,361
+4% +$83.6K ﹤0.01% 4779
2024
Q1 		$2.27M Sell
36,297
-7,995
-18% -$471K ﹤0.01% 5043
2023
Q4 		$2.49M Buy
+44,292
New +$2.38M ﹤0.01% 4922

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

Jeff Yass's DFVX Position: Q2 2026 in Review

Jeff Yass sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q2 2026, closing a stake of 48,092 shares — an estimated $3.57M sold.

Jeff Yass first reported a position in DFVX in Q4 2023 and held it in 9 quarters. The position peaked at $3.57M in Q1 2026. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Jeff Yass reported no remaining Dimensional US Large Cap Vector ETF position as of Q2 2026 after selling out during the quarter.
  • Jeff Yass sold 48,092 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $3.57M.
  • Jeff Yass first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and held it in 9 quarters.
  • Jeff Yass's Dimensional US Large Cap Vector ETF position peaked at $3.57M in Q1 2026.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.