MHS
DFVX icon

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
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 $5.05B 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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

M Holdings Securities's DFVX Position: Q1 2026 in Review

M Holdings Securities held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q1 2026 at 67,918 shares worth $5.05M. The position accounts for 0.34% of the portfolio, ranked #55.

M Holdings Securities first reported a position in DFVX in Q2 2025 and has held it in 4 quarters since. The position peaked at $5.05M in Q4 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • M Holdings Securities held 67,918 shares of Dimensional US Large Cap Vector ETF worth $5.05M as of Q1 2026.
  • M Holdings Securities left its Dimensional US Large Cap Vector ETF share count unchanged in Q1 2026.
  • Dimensional US Large Cap Vector ETF made up 0.34% of M Holdings Securities's portfolio in Q1 2026, its #55 holding.
  • M Holdings Securities first reported a position in Dimensional US Large Cap Vector ETF in Q2 2025 and has held it in 4 quarters since.
  • M Holdings Securities's Dimensional US Large Cap Vector ETF position peaked at $5.05M in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.