Wealthquest Corp Lowers Stake in US Large Cap Vector ETF $DFVX

Wealthquest Corp lowered its stake in shares of US Large Cap Vector ETF (NYSEARCA:DFVX) by 22.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 415,700 shares of the company’s stock after selling 118,530 shares during the period. US Large Cap Vector ETF accounts for about 2.3% of Wealthquest Corp’s investment portfolio, making the stock its 13th biggest holding. Wealthquest Corp owned approximately 7.17% of US Large Cap Vector ETF worth $30,907,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently bought and sold shares of DFVX. Curio Wealth LLC lifted its holdings in US Large Cap Vector ETF by 21.6% during the third quarter. Curio Wealth LLC now owns 82,370 shares of the company’s stock worth $5,990,000 after buying an additional 14,649 shares during the period. Cary Street Partners Financial LLC lifted its holdings in shares of US Large Cap Vector ETF by 6.9% during the 3rd quarter. Cary Street Partners Financial LLC now owns 15,397 shares of the company’s stock valued at $1,120,000 after purchasing an additional 990 shares during the last quarter. Finally, BNP Paribas Financial Markets purchased a new stake in shares of US Large Cap Vector ETF during the 3rd quarter valued at $53,000.

US Large Cap Vector ETF Stock Performance

Shares of DFVX opened at $81.75 on Monday. US Large Cap Vector ETF has a 12 month low of $64.73 and a 12 month high of $81.94. The stock has a fifty day moving average price of $77.79 and a 200-day moving average price of $76.35. The firm has a market cap of $498.68 million, a PE ratio of 20.50 and a beta of 0.92.

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.