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 Q2	$824K	Sell	10,022 -463	-4%	-$37.2K	0.16%	89
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 $5.27B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

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 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

Pinion Investment Advisors's DFVX Position: Q2 2026 in Review

Pinion Investment Advisors reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 4.4% in Q2 2026, selling an estimated $37.2K and leaving 10,022 shares worth $824K. The position accounts for 0.16% of the portfolio, ranked #89.

Pinion Investment Advisors first reported a position in DFVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q1 2025. 50 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

Pinion Investment Advisors held 10,022 shares of Dimensional US Large Cap Vector ETF worth $824K as of Q2 2026.
Pinion Investment Advisors sold 463 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $37.2K.
Dimensional US Large Cap Vector ETF made up 0.16% of Pinion Investment Advisors's portfolio in Q2 2026, its #89 holding.
Pinion Investment Advisors first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and has held it in 11 quarters since.
Pinion Investment Advisors's Dimensional US Large Cap Vector ETF position peaked at $1.36M in Q1 2025.
50 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.