WETS
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
Q2 		$390K Buy
+4,739
New +$381K 0.04% 231

Other funds holding DFVX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
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
IWA
Independent Wealth Advisors Cary, North Carolina $111M AUM

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

Wealth Enhancement Trust Services opened a new position in Dimensional US Large Cap Vector ETF (DFVX) in Q2 2026: 4,739 shares worth $390K. The stake represents 0.04% of the portfolio and ranks #231 among its holdings.

16 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,739 shares of Dimensional US Large Cap Vector ETF worth $390K as of Q2 2026.
  • Dimensional US Large Cap Vector ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Dimensional US Large Cap Vector ETF made up 0.04% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #231 holding.
  • 16 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

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