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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
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$145K +$32.5K +424 +28%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$127K +$131K +1,715 New
SRCM
28
Signature Resources Capital Management
California
$111K – – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$80K – – –
HI
30
Harbour Investments
Wisconsin
$66.5K +$68.6K +895 New
FFA
31
Farther Finance Advisors
California
$46K +$47.2K +616 New
Osaic Holdings
32
Osaic Holdings
Arizona
$41.2K +$4.21K +55 +11%
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$39K +$8.2K +107 +26%
AssetMark Inc
34
AssetMark Inc
California
$28.1K +$24.4K +319 +541%
CBT
35
Crews Bank & Trust
Florida
$24.1K +$24.9K +325 New
AF
36
Allworth Financial
California
$10.2K +$77 +1 +0.7%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$9.29K -$24.6K -321 -72%
Morgan Stanley
38
Morgan Stanley
New York
$8.47K -$66.7K -871 -88%
EWA
39
Elevate Wealth Advisory
Georgia
$5.2K -$77 -1 -1%
CT
40
Colonial Trust
South Carolina
$4.16K – – –
Citigroup
41
Citigroup
New York
$2.38K -$77 -1 -3%
JP Morgan Chase
42
JP Morgan Chase
New York
$12 – – –
Wells Fargo
43
Wells Fargo
California
– -$112K -1,503 Closed
OC
44
Optima Capital
Oregon
– -$100K -1,345 Closed
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
– -$24K -326 Closed
UBS Group
46
UBS Group
Switzerland
– -$7.36K -99 Closed
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.