Morgan Stanley
DFVX icon

Morgan Stanley’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Morgan Stanley’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 		$159K Buy
1,933
+1,819
+1,596% +$146K ﹤0.01% 6057
2026
Q1 		$8.47K Sell
114
-871
-88% -$66.7K ﹤0.01% 6999
2025
Q4 		$73.2K Buy
985
+111
+13% +$8.14K ﹤0.01% 6309
2025
Q3 		$63.6K Sell
874
-61
-7% -$4.33K ﹤0.01% 6321
2025
Q2 		$64.4K Hold
935
– – ﹤0.01% 6273
2025
Q1 		$60K Buy
935
+874
+1,433% +$58.3K ﹤0.01% 6207
2024
Q4 		$3.98K Sell
61
-217
-78% -$14.5K ﹤0.01% 7062
2024
Q3 		$18.2K Buy
278
+217
+356% +$13.7K ﹤0.01% 6535
2024
Q2 		$3.79K Buy
+61
New +$3.75K ﹤0.01% 6923

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

Morgan Stanley's DFVX Position: Q2 2026 in Review

Morgan Stanley increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 1,596% in Q2 2026, buying an estimated $146K and bringing the position to 1,933 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #6057.

Morgan Stanley first reported a position in DFVX in Q2 2024 and has held it in 9 quarters since. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Morgan Stanley held 1,933 shares of Dimensional US Large Cap Vector ETF worth $159K as of Q2 2026.
  • Morgan Stanley bought 1,819 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $146K.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6057 holding.
  • Morgan Stanley first reported a position in Dimensional US Large Cap Vector ETF in Q2 2024 and has held it in 9 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.