Root Financial Partners’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Root Financial Partners’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 Q3	$186K	Buy	+2,230	New	+$188K	0.01%	470

Other funds holding DFVX

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Root Financial Partners's DFVX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Dimensional US Large Cap Vector ETF (DFVX) in Q3 2026: 2,230 shares worth $186K. The stake represents 0.01% of the portfolio and ranks #470 among its holdings.

11 funds tracked by Wall St. Rank hold DFVX as of Q3 2026.

Root Financial Partners held 2,230 shares of Dimensional US Large Cap Vector ETF worth $186K as of Q3 2026.
Dimensional US Large Cap Vector ETF was a new Root Financial Partners position in Q3 2026.
Dimensional US Large Cap Vector ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #470 holding.
11 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.