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
Q2 		$1.65M Buy
20,110
+11,468
+133% +$922K ﹤0.01% 3965
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 $5.27B 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

LPL Financial's DFVX Position: Q2 2026 in Review

LPL Financial increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 133% in Q2 2026, buying an estimated $922K and bringing the position to 20,110 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

LPL Financial first reported a position in DFVX in Q2 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • LPL Financial held 20,110 shares of Dimensional US Large Cap Vector ETF worth $1.65M as of Q2 2026.
  • LPL Financial bought 11,468 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $922K.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3965 holding.
  • LPL Financial first reported a position in Dimensional US Large Cap Vector ETF in Q2 2025 and has held it in 5 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.