LPL Financial
DFVX icon

LPL Financial’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

LPL Financial’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
Q1 		$642K Buy
8,642
+584
+7% +$44.7K ﹤0.01% 4547
2025
Q4 		$599K Buy
8,058
+1,296
+19% +$95K ﹤0.01% 4560
2025
Q3 		$492K Sell
6,762
-2,166
-24% -$154K ﹤0.01% 4642
2025
Q2 		$615K Buy
+8,928
New +$576K ﹤0.01% 4205

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 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 $1.41B AUM 14.87% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return

LPL Financial's DFVX Position: Q1 2026 in Review

LPL Financial increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 7.2% in Q1 2026, buying an estimated $44.7K and bringing the position to 8,642 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #4547.

LPL Financial first reported a position in DFVX in Q2 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • LPL Financial held 8,642 shares of Dimensional US Large Cap Vector ETF worth $642K as of Q1 2026.
  • LPL Financial bought 584 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $44.7K.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4547 holding.
  • LPL Financial first reported a position in Dimensional US Large Cap Vector ETF in Q2 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.