TIM
DFVX icon

Tortoise Investment Management’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Tortoise Investment Management’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
Q2 		– Sell
-310
Closed -$19.9K – 1305
2025
Q1 		$19.9K Buy
+310
New +$20.7K ﹤0.01% 496

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
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return

Tortoise Investment Management's DFVX Position: Q2 2025 in Review

Tortoise Investment Management sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q2 2025, closing a stake of 310 shares — an estimated $19.9K sold.

Tortoise Investment Management first reported a position in DFVX in Q1 2025 and held it in 1 quarter. The position peaked at $19.9K in Q1 2025. 28 funds tracked by Wall St. Rank hold DFVX as of Q2 2025.

  • Tortoise Investment Management reported no remaining Dimensional US Large Cap Vector ETF position as of Q2 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 310 Dimensional US Large Cap Vector ETF shares in Q2 2025, an estimated $19.9K.
  • Tortoise Investment Management first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Dimensional US Large Cap Vector ETF position peaked at $19.9K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2025.

Based on Tortoise Investment Management's 13F filing for Q2 2025, filed 8 Aug 2025.