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

Wealthquest Corp lowered its position in shares of US Large Cap Vector ETF (NYSEARCA:DFVX) by 35.3% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 268,808 shares of the company’s stock after selling 146,892 shares during the quarter. US Large Cap Vector ETF accounts for 1.4% of Wealthquest Corp’s investment portfolio, making the stock its 15th largest holding. Wealthquest Corp owned 4.41% of US Large Cap Vector ETF worth $19,972,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Cary Street Partners Investment Advisory LLC purchased a new stake in shares of US Large Cap Vector ETF in the fourth quarter valued at about $31,000. BNP Paribas Financial Markets purchased a new position in US Large Cap Vector ETF during the third quarter worth about $53,000. Finally, Curio Wealth LLC raised its holdings in US Large Cap Vector ETF by 27.8% during the fourth quarter. Curio Wealth LLC now owns 105,291 shares of the company’s stock worth $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 NYSEARCA:DFVX opened at $83.78 on Friday. The company has a market cap of $527.81 million, a P/E ratio of 20.50 and a beta of 0.89. 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 moving average price of $82.31 and a 200 day moving average price of $79.25.

About US Large Cap Vector ETF

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.