Curio Wealth LLC Has $7.92 Million Stock Holdings in US Large Cap Vector ETF $DFVX

Curio Wealth LLC increased its position in US Large Cap Vector ETF (NYSEARCA:DFVXFree Report) by 27.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 105,291 shares of the company’s stock after purchasing an additional 22,921 shares during the quarter. US Large Cap Vector ETF makes up 2.8% of Curio Wealth LLC’s portfolio, making the stock its 7th largest holding. Curio Wealth LLC’s holdings in US Large Cap Vector ETF were worth $7,920,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Cary Street Partners Investment Advisory LLC bought a new position in US Large Cap Vector ETF in the fourth quarter worth $31,000. BNP Paribas Financial Markets bought a new position in US Large Cap Vector ETF in the third quarter worth $53,000. Finally, Cary Street Partners Financial LLC lifted its position in US Large Cap Vector ETF by 6.9% in the third quarter. Cary Street Partners Financial LLC now owns 15,397 shares of the company’s stock worth $1,120,000 after purchasing an additional 990 shares during the period.

US Large Cap Vector ETF Price Performance

Shares of DFVX stock opened at $83.16 on Friday. The stock has a market cap of $507.28 million, a P/E ratio of 20.50 and a beta of 0.90. US Large Cap Vector ETF has a one year low of $66.51 and a one year high of $83.21. The stock has a fifty day moving average price of $79.13 and a 200 day moving average price of $76.96.

US Large Cap Vector ETF Profile

(Free Report)

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.

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Institutional Ownership by Quarter for US Large Cap Vector ETF (NYSEARCA:DFVX)

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