Osaic Holdings
DFVX icon

Osaic Holdings’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Osaic Holdings’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 		$53.9K Buy
655
+100
+18% +$8.04K ﹤0.01% 5423
2026
Q1 		$41.2K Buy
555
+55
+11% +$4.21K ﹤0.01% 5356
2025
Q4 		$37.2K Buy
+500
New +$36.7K ﹤0.01% 5443

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

Osaic Holdings's DFVX Position: Q2 2026 in Review

Osaic Holdings increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 18% in Q2 2026, buying an estimated $8.04K and bringing the position to 655 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5423.

Osaic Holdings first reported a position in DFVX in Q4 2025 and has held it in 3 quarters since. 50 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Osaic Holdings held 655 shares of Dimensional US Large Cap Vector ETF worth $53.9K as of Q2 2026.
  • Osaic Holdings bought 100 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $8.04K.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5423 holding.
  • Osaic Holdings first reported a position in Dimensional US Large Cap Vector ETF in Q4 2025 and has held it in 3 quarters since.
  • 50 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.