US Large Cap Vector ETF $DFVX Shares Sold by Wealthquest Corp

Wealthquest Corp decreased its holdings in US Large Cap Vector ETF (NYSEARCA:DFVX) by 35.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 268,808 shares of the company’s stock after selling 146,892 shares during the quarter. US Large Cap Vector ETF comprises approximately 1.4% of Wealthquest Corp’s portfolio, making the stock its 15th biggest holding. Wealthquest Corp’s holdings in US Large Cap Vector ETF were worth $19,972,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Cary Street Partners Investment Advisory LLC purchased a new stake in shares of US Large Cap Vector ETF during the 4th quarter worth $31,000. BNP Paribas Financial Markets acquired a new position in shares of US Large Cap Vector ETF during the 3rd quarter worth $53,000. Finally, Curio Wealth LLC increased its holdings in shares of US Large Cap Vector ETF by 27.8% in the 4th quarter. Curio Wealth LLC now owns 105,291 shares of the company’s stock valued at $7,920,000 after purchasing an additional 22,921 shares in the last quarter.

US Large Cap Vector ETF Stock Up 1.5%

Shares of DFVX opened at $83.78 on Friday. US Large Cap Vector ETF has a 52-week low of $68.68 and a 52-week high of $83.84. The company has a 50-day simple moving average of $82.31 and a 200-day simple moving average of $79.25. The company has a market capitalization of $527.81 million, a PE ratio of 20.50 and a beta of 0.89.

US Large Cap Vector ETF Profile

The Dimensional US Large Cap Vector ETF (DFVX) is an exchange-traded fund that mostly invests in large cap equity. The fund does not seek to track an index. The portfolio contains broad exposure to US large-cap stocks, actively selected based on fundamental criteria and managed for long-term capital appreciation. DFVX was launched on Nov 1, 2023 and is issued by Dimensional.