Vantage Point Financial’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Vantage Point Financial’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	$1M	Buy	12,221 +9	+0.1%	+$723	0.31%	62
2026 Q1	$907K	Sell	12,212 -61	-0.5%	-$4.67K	0.32%	63
2025 Q4	$913K	Sell	12,273 -1,904	-13%	-$140K	0.33%	62
2025 Q3	$1.03M	Sell	14,177 -1,584	-10%	-$112K	0.4%	52
2025 Q2	$1.09M	Buy	15,761 +1,354	+9%	+$87.4K	0.48%	44
2025 Q1	$924K	Buy	14,407 +3,961	+38%	+$264K	0.47%	47
2024 Q4	$682K	Buy	+10,446	New	+$698K	0.37%	54

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

Vantage Point Financial's DFVX Position: Q2 2026 in Review

Vantage Point Financial increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 0.07% in Q2 2026, buying an estimated $723 and bringing the position to 12,221 shares worth $1M. The position accounts for 0.31% of the portfolio, ranked #62.

Vantage Point Financial first reported a position in DFVX in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q2 2025. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

Vantage Point Financial held 12,221 shares of Dimensional US Large Cap Vector ETF worth $1M as of Q2 2026.
Vantage Point Financial bought 9 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $723.
Dimensional US Large Cap Vector ETF made up 0.31% of Vantage Point Financial's portfolio in Q2 2026, its #62 holding.
Vantage Point Financial first reported a position in Dimensional US Large Cap Vector ETF in Q4 2024 and has held it in 7 quarters since.
Vantage Point Financial's Dimensional US Large Cap Vector ETF position peaked at $1.09M in Q2 2025.
51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.