M Holdings Securities’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

M Holdings Securities’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 Q3	–	Sell	-26,427	Closed	-$2.17M	–	625
2026 Q2	$2.17M	Sell	26,427 -41,491	-61%	-$3.33M	0.3%	60
2026 Q1	$5.05M	Hold	67,918	–	–	0.34%	55
2025 Q4	$5.05M	Hold	67,918	–	–	0.36%	54
2025 Q3	$4.94M	Sell	67,918 -112	-0.2%	-$7.94K	1.04%	19
2025 Q2	$4.67M	Buy	+68,030	New	+$4.39M	0.8%	33

Other funds holding DFVX

HBK Sorce Advisory Erie, Pennsylvania $5.18B AUM 12.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Elite Life Management Sarasota, Florida $86.8M AUM 15.54% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Pinion Investment Advisors Wichita, Kansas $564M AUM 15.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

M Holdings Securities's DFVX Position: Q3 2026 in Review

M Holdings Securities sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q3 2026, closing a stake of 26,427 shares — an estimated $2.17M sold.

M Holdings Securities first reported a position in DFVX in Q2 2025 and held it in 5 quarters. The position peaked at $5.05M in Q4 2025. 28 funds tracked by Wall St. Rank hold DFVX as of Q3 2026.

M Holdings Securities reported no remaining Dimensional US Large Cap Vector ETF position as of Q3 2026 after selling out during the quarter.
M Holdings Securities sold 26,427 Dimensional US Large Cap Vector ETF shares in Q3 2026, an estimated $2.17M.
M Holdings Securities first reported a position in Dimensional US Large Cap Vector ETF in Q2 2025 and held it in 5 quarters.
M Holdings Securities's Dimensional US Large Cap Vector ETF position peaked at $5.05M in Q4 2025.
28 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q3 2026.

Based on M Holdings Securities's 13F filing for Q3 2026, filed 3 Nov 2026.