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. | 895 | $66,498.5 | $74,195.5 | $7,697 | 11.57% |
 Mark Mowrey Signature Resources Capital Management LLC | 1,500 | $103,380 | $123,615 | $20,235 | 19.57% |
| RS Rebecca Sierp WPWealth LLP | 16,590 | $1.08M | $1.38M | $298,716.95 | 27.58% |
 Bert D. Barre Colonial Trust Co. / SC | 56 | $3,859.52 | $4,668.16 | $808.64 | 20.95% |
 Megan J. Lottier Rockwood Wealth Management, LLC | 3,983 | $274,509 | $330,788.15 | $56,279.15 | 20.5% |
Dimensional US Large Cap Vector ETF (DFVX) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Dimensional US Large Cap Vector ETF ever had a stock split?
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.
