UP Strategic Wealth Investment Advisors’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

UP Strategic Wealth Investment 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
2026 Q2	$3.78M	Buy	44,209 +1,196	+3%	+$96.1K	2.25%	10
2026 Q1	$3.47M	Buy	43,013 +2,788	+7%	+$214K	2.18%	11
2025 Q4	$3.15M	Sell	40,225 -4,017	-9%	-$295K	2.29%	10
2025 Q3	$3.2M	Sell	44,242 -24,444	-36%	-$1.73M	2.4%	9
2025 Q2	$4.73M	Sell	68,686 -2,581	-4%	-$167K	3.69%	7
2025 Q1	$4.57M	Sell	71,267 -12,363	-15%	-$825K	4.06%	7
2024 Q4	$5.46M	Buy	83,630 +3,042	+4%	+$203K	5.46%	5
2024 Q3	$5.28M	Buy	80,588 +45,140	+127%	+$2.85M	5.91%	4
2024 Q2	$2.2M	Buy	35,448 +4,671	+15%	+$287K	3.33%	8
2024 Q1	$1.93M	Buy	30,777 +8,846	+40%	+$521K	3.15%	9
2023 Q4	$1.23M	Buy	+21,931	New	+$1.18M	2.25%	10

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's DFVX Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 2.8% in Q2 2026, buying an estimated $96.1K and bringing the position to 44,209 shares worth $3.78M. The position accounts for 2.25% of the portfolio, ranked #10.

UP Strategic Wealth Investment Advisors first reported a position in DFVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.46M in Q4 2024. 50 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

UP Strategic Wealth Investment Advisors held 44,209 shares of Dimensional US Large Cap Vector ETF worth $3.78M as of Q2 2026.
UP Strategic Wealth Investment Advisors bought 1,196 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $96.1K.
Dimensional US Large Cap Vector ETF made up 2.25% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #10 holding.
UP Strategic Wealth Investment Advisors first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and has held it in 11 quarters since.
UP Strategic Wealth Investment Advisors's Dimensional US Large Cap Vector ETF position peaked at $5.46M in Q4 2024.
50 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.