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 Q3	$32.4M	Buy	385,381 +33,288	+9%	+$2.8M	0.05%	342
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

First Financial Group Raleigh, North Carolina $131M AUM 12.24% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's DFVX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional US Large Cap Vector ETF (DFVX) stake by 9.5% in Q3 2026, buying an estimated $2.8M and bringing the position to 385,381 shares worth $32.4M. The position accounts for 0.05% of the portfolio, ranked #342.

Wealth Enhancement Advisory Services first reported a position in DFVX in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold DFVX as of Q3 2026.

Wealth Enhancement Advisory Services held 385,381 shares of Dimensional US Large Cap Vector ETF worth $32.4M as of Q3 2026.
Wealth Enhancement Advisory Services bought 33,288 Dimensional US Large Cap Vector ETF shares in Q3 2026, an estimated $2.8M.
Dimensional US Large Cap Vector ETF made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #342 holding.
Wealth Enhancement Advisory Services first reported a position in Dimensional US Large Cap Vector ETF in Q1 2025 and has held it in 7 quarters since.
11 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.