PIA
DFVX icon

Pinion Investment Advisors’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Pinion Investment Advisors’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 		$779K Sell
10,485
-450
-4% -$34.5K 0.18% 85
2025
Q4 		$813K Sell
10,935
-94
-0.9% -$6.89K 0.2% 79
2025
Q3 		$810K Buy
11,029
+446
+4% +$31.6K 0.22% 81
2025
Q2 		$729K Sell
10,583
-10,569
-50% -$682K 0.25% 71
2025
Q1 		$1.36M Buy
21,152
+7,298
+53% +$487K 0.3% 51
2024
Q4 		$905K Buy
13,854
+2,615
+23% +$175K 0.36% 52
2024
Q3 		$736K Sell
11,239
-1,463
-12% -$92.4K 0.31% 62
2024
Q2 		$789K Buy
12,702
+5,995
+89% +$368K 0.39% 49
2024
Q1 		$420K Buy
6,707
+314
+5% +$18.5K 0.22% 92
2023
Q4 		$359K Buy
+6,393
New +$344K 0.22% 102

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

Pinion Investment Advisors's DFVX Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 4.1% in Q1 2026, selling an estimated $34.5K and leaving 10,485 shares worth $779K. The position accounts for 0.18% of the portfolio, ranked #85.

Pinion Investment Advisors first reported a position in DFVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q1 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Pinion Investment Advisors held 10,485 shares of Dimensional US Large Cap Vector ETF worth $779K as of Q1 2026.
  • Pinion Investment Advisors sold 450 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $34.5K.
  • Dimensional US Large Cap Vector ETF made up 0.18% of Pinion Investment Advisors's portfolio in Q1 2026, its #85 holding.
  • Pinion Investment Advisors first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and has held it in 10 quarters since.
  • Pinion Investment Advisors's Dimensional US Large Cap Vector ETF position peaked at $1.36M in Q1 2025.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.