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DFVX icon

Optima Capital’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Optima Capital’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 		– Sell
-1,345
Closed -$100K – 443
2025
Q4 		$100K Buy
+1,345
New +$98.6K 0.04% 222

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 $1.59B AUM 18.1% 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

Optima Capital's DFVX Position: Q1 2026 in Review

Optima Capital sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q1 2026, closing a stake of 1,345 shares — an estimated $100K sold.

Optima Capital first reported a position in DFVX in Q4 2025 and held it in 1 quarter. The position peaked at $100K in Q4 2025. 42 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Optima Capital reported no remaining Dimensional US Large Cap Vector ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,345 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $100K.
  • Optima Capital first reported a position in Dimensional US Large Cap Vector ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Dimensional US Large Cap Vector ETF position peaked at $100K in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.