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Dimensional US Large Cap Vector ETF
DFVX

41 hedge funds and large institutions have $451M invested in Dimensional US Large Cap Vector ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 40 → 41 (+1)

5% more capital invested

Capital invested by funds: $431M → $451M (+$19.7M)

1.43% less ownership

Funds ownership: 95.82% → 94.39% (-1.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
41
Holders Change
+1
Holders Change %
+2.5%
% of All Funds
0.5%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
5
Increased
17
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$9.25M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.28M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.67M
4
CW
Curio Wealth
Maryland
+$802K
5
MWA
Medallion Wealth Advisors
Connecticut
+$444K

Top Sellers

1
W
Wealthquest
Ohio
-$11.3M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.58M
3
EL
EWA LLC
Pennsylvania
-$307K
4
CSP
Cary Street Partners
Virginia
-$208K
5
AIS
American Investment Services
Massachusetts
-$189K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$357M +$9.25M +120,808 +3%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$24.1M +$8.28M +108,115 +51%
W
3
Wealthquest
Ohio
$20M -$11.3M -146,892 -35%
CW
4
Curio Wealth
Maryland
$8.6M +$802K +10,474 +10%
CPIG
5
Chicago Partners Investment Group
Illinois
$7.55M +$279K +3,638 +4%
ELM
6
Elite Life Management
Florida
$6.61M +$220K +2,869 +4%
MHS
7
M Holdings Securities
Oregon
$5.05M – – –
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.57M +$1.67M +21,763 +83%
MWA
9
Medallion Wealth Advisors
Connecticut
$3.47M +$444K +5,800 +14%
USWIA
10
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.47M +$214K +2,788 +7%
Citadel Advisors
11
Citadel Advisors
Florida
$1.31M -$1.58M -20,649 -54%
FFG
12
First Financial Group
North Carolina
$1.31M +$228K +2,980 +20%
W
13
WPWealth
Texas
$1.23M – – –
VPF
14
Vantage Point Financial
Illinois
$907K -$4.67K -61 -0.5%
CSP
15
Cary Street Partners
Virginia
$839K -$208K -2,719 -19%
EL
16
EWA LLC
Pennsylvania
$804K -$307K -4,005 -27%
PIA
17
Pinion Investment Advisors
Kansas
$779K -$34.5K -450 -4%
AIS
18
American Investment Services
Massachusetts
$684K -$189K -2,466 -21%
LPL Financial
19
LPL Financial
California
$642K +$44.7K +584 +7%
NB
20
Northwest Bancshares
Pennsylvania
$437K – – –
PTC
21
Private Trust Company
Ohio
$352K – – –
RWM
22
Rockwood Wealth Management
Pennsylvania
$296K – – –
HighTower Advisors
23
HighTower Advisors
Illinois
$281K +$996 +13 +0.3%
Betterment LLC
24
Betterment LLC
New York
$230K +$237K +3,089 New
SIS
25
Strategic Investment Solutions
Illinois
$220K +$766 +10 +0.3%
1
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DFVX Hedge Fund Activity: Q1 2026 in Review

41 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q1 2026, worth a combined $451M — up 4.6% from $431M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DFVX positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 11 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $9.25M. The largest seller was Wealthquest, cutting an estimated $11.3M.

  • 41 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q1 2026, up from 40 in Q4 2025.
  • Funds reported $451M of Dimensional US Large Cap Vector ETF stock for Q1 2026, up 4.6% quarter-over-quarter.
  • 5 funds opened new Dimensional US Large Cap Vector ETF positions in Q1 2026 and 4 closed out, a net change of +1 holder.
  • The largest Dimensional US Large Cap Vector ETF buyer in Q1 2026 was HBK Sorce Advisory, an estimated $9.25M added.
  • The largest Dimensional US Large Cap Vector ETF seller in Q1 2026 was Wealthquest, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2026.