Dimensional US Large Cap Vector ETF
DFVX
27 hedge funds and large institutions have $382M invested in Dimensional US Large Cap Vector ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
29% more funds holding
Funds holding: 21 → 27 (+6)
13% more capital invested
Capital invested by funds: $339M → $382M (+$43.2M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
1.45% less ownership
Funds ownership: 96.22% → 94.76% (-1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$27.2M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$11.9M |
| 3 |
W
Wealthquest
Cincinnati,
Ohio
|
+$6.18M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.55M |
| 5 |
MFWP
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
+$911K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CW
Curio Wealth
Annapolis,
Maryland
|
-$2.61M |
| 2 |
USWIA
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
-$825K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$738K |
| 4 |
WC
Wolfstich Capital
Medfield,
Massachusetts
|
-$246K |
| 5 |
W
WPWealth
Fort Worth,
Texas
|
-$35.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TIM
26
Tortoise Investment Management
White Plains,
New York
| $19.9K | +$20.7K | +310 | New |
|
27
AssetMark Inc
Concord,
California
| $3.78K | +$3.94K | +59 | New |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| $513 | – | – | – |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$738K | -11,300 | Closed |
|
|
WC
30
Wolfstich Capital
Medfield,
Massachusetts
| – | -$246K | -3,774 | Closed |
|
31
Wells Fargo
San Francisco,
California
| – | -$8.49K | -130 | Closed |
|
32
UBS Group
Zurich,
Switzerland
| – | -$7.7K | -118 | Closed |
|
DFVX Hedge Fund Activity: Q1 2025 in Review
27 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q1 2025, worth a combined $382M — up 13% from $339M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DFVX positions and 4 closed out — a net gain of 6 holders — while 12 added to existing stakes and 4 trimmed.
The largest buyer was HBK Sorce Advisory, adding an estimated $27.2M. The largest seller was Curio Wealth, cutting an estimated $2.61M.
- 27 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q1 2025, up from 21 in Q4 2024.
- Funds reported $382M of Dimensional US Large Cap Vector ETF stock for Q1 2025, up 13% quarter-over-quarter.
- 10 funds opened new Dimensional US Large Cap Vector ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
- The largest Dimensional US Large Cap Vector ETF buyer in Q1 2025 was HBK Sorce Advisory, an estimated $27.2M added.
- The largest Dimensional US Large Cap Vector ETF seller in Q1 2025 was Curio Wealth, an estimated $2.61M sold.
Based on aggregated 13F filings for Q1 2025.