Wealth Enhancement Advisory Services
DFVX icon

Wealth Enhancement Advisory Services’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Wealth Enhancement Advisory Services’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 		$29.3M Buy
352,093
+29,973
+9% +$2.41M 0.05% 329
2026
Q1 		$24.1M Buy
322,120
+108,115
+51% +$8.28M 0.05% 340
2025
Q4 		$16.3M Buy
214,005
+22,688
+12% +$1.66M 0.02% 537
2025
Q3 		$13.9M Buy
191,317
+8,095
+4% +$574K 0.02% 542
2025
Q2 		$12.8M Buy
183,222
+4,853
+3% +$313K 0.02% 555
2025
Q1 		$11.4M Buy
+178,369
New +$11.9M 0.02% 537

Other funds holding DFVX

FFG
First Financial Group Raleigh, North Carolina $138M AUM 15.95% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFVX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 9.3% in Q2 2026, buying an estimated $2.41M and bringing the position to 352,093 shares worth $29.3M. The position accounts for 0.05% of the portfolio, ranked #329.

Wealth Enhancement Advisory Services first reported a position in DFVX in Q1 2025 and has held it in 6 quarters since. 12 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 352,093 shares of Dimensional US Large Cap Vector ETF worth $29.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 29,973 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $2.41M.
  • Dimensional US Large Cap Vector ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #329 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and has held it in 6 quarters since.
  • 12 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.