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DFVX icon

Wealthquest’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

Wealthquest’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 		$19.9M Sell
242,157
-26,651
-10% -$2.14M 1.26% 16
2026
Q1 		$20M Sell
268,808
-146,892
-35% -$11.3M 1.41% 15
2025
Q4 		$30.9M Sell
415,700
-118,530
-22% -$8.69M 2.33% 13
2025
Q3 		$38.8M Sell
534,230
-994,178
-65% -$70.5M 3.1% 10
2025
Q2 		$105M Buy
1,528,408
+51,153
+3% +$3.3M 8.31% 4
2025
Q1 		$94.7M Buy
1,477,255
+92,659
+7% +$6.18M 7.91% 6
2024
Q4 		$90.4M Buy
1,384,596
+60,170
+5% +$4.02M 7.36% 5
2024
Q3 		$86.6M Buy
+1,324,426
New +$83.6M 7.63% 4

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthquest's DFVX Position: Q2 2026 in Review

Wealthquest reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 9.9% in Q2 2026, selling an estimated $2.14M and leaving 242,157 shares worth $19.9M. The position accounts for 1.26% of the portfolio, ranked #16.

Wealthquest first reported a position in DFVX in Q3 2024 and has held it in 8 quarters since. The position peaked at $105M in Q2 2025. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

  • Wealthquest held 242,157 shares of Dimensional US Large Cap Vector ETF worth $19.9M as of Q2 2026.
  • Wealthquest sold 26,651 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $2.14M.
  • Dimensional US Large Cap Vector ETF made up 1.26% of Wealthquest's portfolio in Q2 2026, its #16 holding.
  • Wealthquest first reported a position in Dimensional US Large Cap Vector ETF in Q3 2024 and has held it in 8 quarters since.
  • Wealthquest's Dimensional US Large Cap Vector ETF position peaked at $105M in Q2 2025.
  • 51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.