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SC&H Financial Advisors’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

SC&H Financial 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
2025
Q3 		– Sell
-4,788
Closed -$330K – 149
2025
Q2 		$330K Buy
4,788
+885
+23% +$57.1K 0.06% 110
2025
Q1 		$250K Buy
+3,903
New +$261K 0.05% 131

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

SC&H Financial Advisors's DFVX Position: Q3 2025 in Review

SC&H Financial Advisors sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q3 2025, closing a stake of 4,788 shares — an estimated $330K sold.

SC&H Financial Advisors first reported a position in DFVX in Q1 2025 and held it in 2 quarters. The position peaked at $330K in Q2 2025. 34 funds tracked by Wall St. Rank hold DFVX as of Q3 2025.

  • SC&H Financial Advisors reported no remaining Dimensional US Large Cap Vector ETF position as of Q3 2025 after selling out during the quarter.
  • SC&H Financial Advisors sold 4,788 Dimensional US Large Cap Vector ETF shares in Q3 2025, an estimated $330K.
  • SC&H Financial Advisors first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and held it in 2 quarters.
  • SC&H Financial Advisors's Dimensional US Large Cap Vector ETF position peaked at $330K in Q2 2025.
  • 34 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q3 2025.

Based on SC&H Financial Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.