Strategic Investment Solutions’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
5,852
-10,931
| -65% | -$753K | 0.12% | 92 |
|
|
2025
Q1 | $1.08M | Buy |
16,783
+11,337
| +208% | +$727K | 0.31% | 48 |
|
|
2024
Q4 | $347K | Sell |
5,446
-14,230
| -72% | -$905K | 0.12% | 81 |
|
|
2024
Q3 | $1.29M | Sell |
19,676
-200
| -1% | -$13.1K | 0.39% | 46 |
|
|
2024
Q2 | $1.26M | Buy |
+19,876
| New | +$1.26M | 0.41% | 43 |
|
|
2023
Q4 | $55.3K | Buy |
+985
| New | +$55.3K | 0.01% | 436 |
|