CARY STREET PARTNERS FINANCIAL LLC DFVX — DIMENSIONAL US LARGE CAP VECTOR ETF

Ownership history in CARY STREET PARTNERS FINANCIAL LLC  ·  6 quarters on record

AI Ownership Summary

CARY STREET PARTNERS FINANCIAL LLC reported DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows DFVX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CARY STREET PARTNERS FINANCIAL LLC's position in DIMENSIONAL US LARGE CAP VECTOR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFVX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFVX stock page CARY STREET PARTNERS FINANCIAL LLC fund profile CARY STREET PARTNERS FINANCIAL LLC full holdings
How CARY STREET PARTNERS FINANCIAL LLC held DFVX — position size vs. price
% of Fund (quarterly)    DFVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,290 -2,719 -19.4% 0.02% $839K 2026-04-29 $79.06
2025 Q4 REDUCED 9.0% +0.3% ❌ 14,009 -1,388 -9.0% 0.03% $1.0M 2026-02-09 $78.02
2025 Q3 ADDED — — — 15,397 +990 +6.9% 0.03% $1.1M 2025-11-10 $72.58
2025 Q2 REDUCED 9.0% +5.7% ❌ 14,407 -1,428 -9.0% 0.03% $993K 2025-08-13 $70.23
2025 Q1 ADDED — — — 15,835 +6,287 +65.8% 0.03% $1.0M 2025-05-09 $62.82
2024 Q4 INITIATED — — — 9,548 — — 0.02% $623K 2025-02-14 $67.44

🏢 Other funds also holding DFVX

As of 2026 Q1 — sorted by position size

Elite Life Management LLC 8.26% HBK Sorce Advisory LLC 3Y 7Y 7.08% CURIO WEALTH, LLC 2.94% Wealthquest Corp 3Y 7Y 2.33% UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2.18% First Financial Group Corp 1.07% Medallion Wealth Advisors, LLC 0.85% M Holdings Securities, Inc. 3Y 7Y 0.34% Vantage Point Financial LLC 0.32% WPWealth LLP 3Y 0.19%

FAQ About CARY STREET PARTNERS FINANCIAL LLC and DFVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has CARY STREET PARTNERS FINANCIAL LLC reported owning DFVX?

CARY STREET PARTNERS FINANCIAL LLC reported DFVX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DFVX position in CARY STREET PARTNERS FINANCIAL LLC's portfolio?

The largest reported portfolio weight for DFVX was 0.03% in 2025 Q1.

What is the latest reported DFVX position on this page?

The most recent filing on this page is 2026 Q1, when CARY STREET PARTNERS FINANCIAL LLC reported 11,290 shares, equal to 0.02% of portfolio, with an estimated market value of $839K.

What does the chart on this DFVX ownership page compare?

The chart compares CARY STREET PARTNERS FINANCIAL LLC's quarterly DFVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CARY STREET PARTNERS FINANCIAL LLC time their DFVX position?

Based on 13F filing dates vs. subsequent DFVX price moves, CARY STREET PARTNERS FINANCIAL LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on DFVX relative to SPY over the holding period was -0.8%.

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