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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
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 $5.05B AUM 16.64% 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 $293M AUM 14.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthquest's DFVX Position: Q1 2026 in Review

Wealthquest reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 35% in Q1 2026, selling an estimated $11.3M and leaving 268,808 shares worth $20M. The position accounts for 1.41% of the portfolio, ranked #15.

Wealthquest first reported a position in DFVX in Q3 2024 and has held it in 7 quarters since. The position peaked at $105M in Q2 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • Wealthquest held 268,808 shares of Dimensional US Large Cap Vector ETF worth $20M as of Q1 2026.
  • Wealthquest sold 146,892 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $11.3M.
  • Dimensional US Large Cap Vector ETF made up 1.41% of Wealthquest's portfolio in Q1 2026, its #15 holding.
  • Wealthquest first reported a position in Dimensional US Large Cap Vector ETF in Q3 2024 and has held it in 7 quarters since.
  • Wealthquest's Dimensional US Large Cap Vector ETF position peaked at $105M in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

Based on Wealthquest's 13F filing for Q1 2026, filed 7 May 2026.