MFWP
DFVX icon

Mosaic Family Wealth Partners’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Mosaic Family Wealth Partners’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
2025
Q2 		– Sell
-13,648
Closed -$875K – 231
2025
Q1 		$875K Buy
+13,648
New +$911K 0.12% 85

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CPIG
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USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
CW
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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

Mosaic Family Wealth Partners's DFVX Position: Q2 2025 in Review

Mosaic Family Wealth Partners sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q2 2025, closing a stake of 13,648 shares — an estimated $875K sold.

Mosaic Family Wealth Partners first reported a position in DFVX in Q1 2025 and held it in 1 quarter. The position peaked at $875K in Q1 2025. 28 funds tracked by Wall St. Rank hold DFVX as of Q2 2025.

  • Mosaic Family Wealth Partners reported no remaining Dimensional US Large Cap Vector ETF position as of Q2 2025 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 13,648 Dimensional US Large Cap Vector ETF shares in Q2 2025, an estimated $875K.
  • Mosaic Family Wealth Partners first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and held it in 1 quarter.
  • Mosaic Family Wealth Partners's Dimensional US Large Cap Vector ETF position peaked at $875K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.