Rockwood Wealth Management’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Rockwood Wealth Management’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	$328K	Hold	3,983	–	–	0.02%	104
2026 Q1	$296K	Hold	3,983	–	–	0.02%	94
2025 Q4	$296K	Hold	3,983	–	–	0.02%	91
2025 Q3	$290K	Hold	3,983	–	–	0.02%	86
2025 Q2	$275K	Buy	+3,983	New	+$257K	0.02%	83

Other funds holding DFVX

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

FFG

First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Rockwood Wealth Management's DFVX Position: Q2 2026 in Review

Rockwood Wealth Management held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q2 2026 at 3,983 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #104.

Rockwood Wealth Management first reported a position in DFVX in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

Rockwood Wealth Management held 3,983 shares of Dimensional US Large Cap Vector ETF worth $328K as of Q2 2026.
Rockwood Wealth Management left its Dimensional US Large Cap Vector ETF share count unchanged in Q2 2026.
Dimensional US Large Cap Vector ETF made up 0.02% of Rockwood Wealth Management's portfolio in Q2 2026, its #104 holding.
Rockwood Wealth Management first reported a position in Dimensional US Large Cap Vector ETF in Q2 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.