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Strategic Investment Solutions’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Strategic Investment Solutions’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 		$244K Buy
2,967
+8
+0.3% +$643 0.06% 139
2026
Q1 		$220K Buy
2,959
+10
+0.3% +$766 0.05% 139
2025
Q4 		$219K Sell
2,949
-1,293
-30% -$94.8K 0.05% 131
2025
Q3 		$308K Sell
4,242
-1,610
-28% -$114K 0.08% 115
2025
Q2 		$403K Sell
5,852
-10,931
-65% -$706K 0.12% 92
2025
Q1 		$1.08M Buy
16,783
+11,337
+208% +$757K 0.31% 48
2024
Q4 		$347K Sell
5,446
-14,230
-72% -$950K 0.12% 81
2024
Q3 		$1.29M Sell
19,676
-200
-1% -$12.6K 0.39% 46
2024
Q2 		$1.26M Buy
+19,876
New +$1.22M 0.41% 43
2023
Q4 		$55.3K Buy
+985
New +$53K 0.01% 436

Other funds holding DFVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EL
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
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Strategic Investment Solutions's DFVX Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 0.27% in Q2 2026, buying an estimated $643 and bringing the position to 2,967 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #139.

Strategic Investment Solutions first reported a position in DFVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.29M in Q3 2024. 12 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Strategic Investment Solutions held 2,967 shares of Dimensional US Large Cap Vector ETF worth $244K as of Q2 2026.
  • Strategic Investment Solutions bought 8 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $643.
  • Dimensional US Large Cap Vector ETF made up 0.06% of Strategic Investment Solutions's portfolio in Q2 2026, its #139 holding.
  • Strategic Investment Solutions first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and has held it in 10 quarters since.
  • Strategic Investment Solutions's Dimensional US Large Cap Vector ETF position peaked at $1.29M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.