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 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%	-$7.95K	1.04%	19
2025 Q2	$4.67M	Buy	+68,030	New	+$4.39M	0.8%	33

Other funds holding DFVX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M Holdings Securities's DFVX Position: Q2 2026 in Review

M Holdings Securities reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 61% in Q2 2026, selling an estimated $3.33M and leaving 26,427 shares worth $2.17M. The position accounts for 0.3% of the portfolio, ranked #60.

M Holdings Securities first reported a position in DFVX in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.05M in Q4 2025. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

M Holdings Securities held 26,427 shares of Dimensional US Large Cap Vector ETF worth $2.17M as of Q2 2026.
M Holdings Securities sold 41,491 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $3.33M.
Dimensional US Large Cap Vector ETF made up 0.3% of M Holdings Securities's portfolio in Q2 2026, its #60 holding.
M Holdings Securities first reported a position in Dimensional US Large Cap Vector ETF in Q2 2025 and has held it in 5 quarters since.
M Holdings Securities's Dimensional US Large Cap Vector ETF position peaked at $5.05M in Q4 2025.
51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.