WC
DFVX icon

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

Wolfstich Capital’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
2025
Q1 		– Sell
-3,774
Closed -$246K – 24
2024
Q4 		$246K Buy
+3,774
New +$252K 0.22% 23

Other funds holding DFVX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 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
PIA
Pinion Investment Advisors Wichita, Kansas $428M AUM 19.1% 1-Year Est. Return

Wolfstich Capital's DFVX Position: Q1 2025 in Review

Wolfstich Capital sold out of Dimensional US Large Cap Vector ETF (DFVX) in Q1 2025, closing a stake of 3,774 shares — an estimated $246K sold.

Wolfstich Capital first reported a position in DFVX in Q4 2024 and held it in 1 quarter. The position peaked at $246K in Q4 2024. 27 funds tracked by Wall St. Rank hold DFVX as of Q1 2025.

  • Wolfstich Capital reported no remaining Dimensional US Large Cap Vector ETF position as of Q1 2025 after selling out during the quarter.
  • Wolfstich Capital sold 3,774 Dimensional US Large Cap Vector ETF shares in Q1 2025, an estimated $246K.
  • Wolfstich Capital first reported a position in Dimensional US Large Cap Vector ETF in Q4 2024 and held it in 1 quarter.
  • Wolfstich Capital's Dimensional US Large Cap Vector ETF position peaked at $246K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2025.

Based on Wolfstich Capital's 13F filing for Q1 2025, filed 5 May 2025.