Pinion Investment Advisors’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
10,583
-10,569
| -50% | -$728K | 0.25% | 71 |
|
|
2025
Q1 | $1.36M | Buy |
21,152
+7,298
| +53% | +$468K | 0.3% | 51 |
|
|
2024
Q4 | $905K | Buy |
13,854
+2,615
| +23% | +$171K | 0.36% | 52 |
|
|
2024
Q3 | $736K | Sell |
11,239
-1,463
| -12% | -$95.9K | 0.31% | 62 |
|
|
2024
Q2 | $789K | Buy |
12,702
+5,995
| +89% | +$372K | 0.39% | 49 |
|
|
2024
Q1 | $420K | Buy |
6,707
+314
| +5% | +$19.7K | 0.22% | 92 |
|
|
2023
Q4 | $359K | Buy |
+6,393
| New | +$359K | 0.22% | 102 |
|