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
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 $5.05B 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
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 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

Morgan Stanley's DFVX Position: Q1 2026 in Review

Morgan Stanley reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 88% in Q1 2026, selling an estimated $66.7K and leaving 114 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #6999.

Morgan Stanley first reported a position in DFVX in Q2 2024 and has held it in 8 quarters since. The position peaked at $73.2K in Q4 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Morgan Stanley held 114 shares of Dimensional US Large Cap Vector ETF worth $8.47K as of Q1 2026.
  • Morgan Stanley sold 871 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $66.7K.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6999 holding.
  • Morgan Stanley first reported a position in Dimensional US Large Cap Vector ETF in Q2 2024 and has held it in 8 quarters since.
  • Morgan Stanley's Dimensional US Large Cap Vector ETF position peaked at $73.2K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.