US Large Cap Vector ETF $DFVX is Curio Wealth LLC’s 9th Largest Position

Curio Wealth LLC grew its stake in US Large Cap Vector ETF (NYSEARCA:DFVX) by 21.6% during the third quarter, Holdings Channel reports. The firm owned 82,370 shares of the company’s stock after purchasing an additional 14,649 shares during the period. US Large Cap Vector ETF makes up approximately 2.5% of Curio Wealth LLC’s portfolio, making the stock its 9th largest position. Curio Wealth LLC’s holdings in US Large Cap Vector ETF were worth $5,990,000 at the end of the most recent reporting period.

Separately, Cary Street Partners Financial LLC grew its holdings in US Large Cap Vector ETF by 6.9% during the third quarter. Cary Street Partners Financial LLC now owns 15,397 shares of the company’s stock worth $1,120,000 after buying an additional 990 shares in the last quarter.

US Large Cap Vector ETF Trading Down 1.2%

NYSEARCA DFVX opened at $76.19 on Friday. The business has a fifty day simple moving average of $77.06 and a 200 day simple moving average of $74.35. US Large Cap Vector ETF has a 12 month low of $56.00 and a 12 month high of $78.72. The firm has a market capitalization of $441.90 million, a P/E ratio of 20.50 and a beta of 1.01.

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.