Dimensional US Large Cap Vector ETF (DFVX)
ARCA ARCA Primary Summary
DFVX Chart
Dimensional US Large Cap Vector ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 896 | $66,580.58 | $76,115.2 | $9,534.62 | 14.32% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 3,142 | $262,042.8 | $268,106.86 | $6,064.06 | 2.31% |
 Mark Mowrey Signature Resources Capital Management LLC | 1,500 | $103,380 | $127,500 | $24,120 | 23.33% |
 Rebecca Sierp WPWealth LLP | 16,590 | $1.08M | $1.42M | $335,712.65 | 30.99% |
 Bert D. Barre Colonial Trust Co. / SC | 56 | $3,859.52 | $4,785.76 | $926.24 | 24% |
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Dimensional US Large Cap Vector ETF Profile
| ARCA Exchange | US Country |
Overview
The advisor in question adopts a holistic investment methodology that orchestrates a seamless integration of multiple critical functions namely research, portfolio construction, ongoing management, and the execution of trades. The cornerstone of their investment philosophy is to curate a portfolio that encompasses a wide and diversified range of securities, which are not only readily tradable but also emanate from the upper echelons of the U.S. large-cap segment. These selections are predicated on a stringent criterion where only companies exhibiting a robust profitability metric coupled with a relatively lower price tag, in comparison to their large-cap American counterparts at the time of acquisition, are chosen. An important policy, though not fundamental, that they adhere to is ensuring that, under typical market conditions, at least 80% of the portfolio's net assets are allocated towards the equity securities of large-cap corporations based in the U.S.
Products and Services
- Integrated Investment Approach
This service encapsulates the essence of their methodology by blending research, portfolio design, active management, and trading. It ensures a holistic view is taken towards investment, from the inception of the portfolio through to the ongoing adjustments necessitated by evolving market conditions.
- Diversified Equity Portfolio
Central to their offering is the construction of a diversified equity portfolio. By focusing on U.S. large-cap companies that not only show promise in terms of profitability but also stand out for their relatively lower price, the advisor aims to craft a portfolio that is robust against market volatility and poised for growth.
- Large-Cap U.S. Equities Focus
The advisor maintains a steady focus on the large-cap segment of the U.S. equity market, with at least 80% of portfolio net assets invested in such securities. This strategic choice underscores their confidence in the stability and growth potential of large-cap U.S. companies.
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