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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$105M Buy
1,528,408
+51,153
+3% +$3.53M 8.31% 4
2025
Q1 		$94.7M Buy
1,477,255
+92,659
+7% +$5.94M 7.91% 6
2024
Q4 		$90.4M Buy
1,384,596
+60,170
+5% +$3.93M 7.36% 5
2024
Q3 		$86.6M Buy
+1,324,426
New +$86.6M 7.63% 4