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
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 $5.05B 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

Osaic Holdings's DFVX Position: Q1 2026 in Review

Osaic Holdings increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 11% in Q1 2026, buying an estimated $4.21K and bringing the position to 555 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #5356.

Osaic Holdings first reported a position in DFVX in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Osaic Holdings held 555 shares of Dimensional US Large Cap Vector ETF worth $41.2K as of Q1 2026.
  • Osaic Holdings bought 55 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $4.21K.
  • Dimensional US Large Cap Vector ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #5356 holding.
  • Osaic Holdings first reported a position in Dimensional US Large Cap Vector ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.