Wealth Enhancement Trust Services
DFVX icon

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

Wealth Enhancement Trust 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 		$395K Hold
4,739
– – 0.04% 233
2026
Q2 		$390K Buy
+4,739
New +$381K 0.04% 231

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

Wealth Enhancement Trust Services held its Dimensional US Large Cap Vector ETF (DFVX) position steady in Q3 2026 at 4,739 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #233.

Wealth Enhancement Trust Services first reported a position in DFVX in Q2 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold DFVX as of Q3 2026.

  • Wealth Enhancement Trust Services held 4,739 shares of Dimensional US Large Cap Vector ETF worth $395K as of Q3 2026.
  • Wealth Enhancement Trust Services left its Dimensional US Large Cap Vector ETF share count unchanged in Q3 2026.
  • Dimensional US Large Cap Vector ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #233 holding.
  • Wealth Enhancement Trust Services first reported a position in Dimensional US Large Cap Vector ETF in Q2 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.