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

Orion Capital Management’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
-4,226
Closed -$271K – 477
2025
Q1 		$271K Buy
+4,226
New +$282K 0.11% 104

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
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
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 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

Orion Capital Management's DFVX Position: Q2 2025 in Review

Orion Capital Management sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q2 2025, closing a stake of 4,226 shares — an estimated $271K sold.

Orion Capital Management first reported a position in DFVX in Q1 2025 and held it in 1 quarter. The position peaked at $271K in Q1 2025. 29 funds tracked by Wall St. Rank hold DFVX as of Q2 2025.

  • Orion Capital Management reported no remaining Dimensional US Large Cap Vector ETF position as of Q2 2025 after selling out during the quarter.
  • Orion Capital Management sold 4,226 Dimensional US Large Cap Vector ETF shares in Q2 2025, an estimated $271K.
  • Orion Capital Management first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and held it in 1 quarter.
  • Orion Capital Management's Dimensional US Large Cap Vector ETF position peaked at $271K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2025.

Based on Orion Capital Management's 13F filing for Q2 2025, filed 31 Jul 2025.