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 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 $5.05B AUM 16.64% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

ELM

Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

USWIA

UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return

Vantage Point Financial's DFVX Position: Q1 2026 in Review

Vantage Point Financial reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 0.5% in Q1 2026, selling an estimated $4.67K and leaving 12,212 shares worth $907K. The position accounts for 0.32% of the portfolio, ranked #63.

Vantage Point Financial first reported a position in DFVX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.09M in Q2 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

Vantage Point Financial held 12,212 shares of Dimensional US Large Cap Vector ETF worth $907K as of Q1 2026.
Vantage Point Financial sold 61 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $4.67K.
Dimensional US Large Cap Vector ETF made up 0.32% of Vantage Point Financial's portfolio in Q1 2026, its #63 holding.
Vantage Point Financial first reported a position in Dimensional US Large Cap Vector ETF in Q4 2024 and has held it in 6 quarters since.
Vantage Point Financial's Dimensional US Large Cap Vector ETF position peaked at $1.09M in Q2 2025.
41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Vantage Point Financial's 13F filing for Q1 2026, filed 4 May 2026.