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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

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

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

CPIG

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

ELM

Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

USWIA

UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 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. 51 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.
51 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.