Dimensional US Large Cap Vector ETF
DFVX
29 hedge funds and large institutions have $431M invested in Dimensional US Large Cap Vector ETF in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
13% more capital invested
Capital invested by funds: $383M → $431M (+$48.5M)
4% more funds holding
Funds holding: 28 → 29 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.12% less ownership
Funds ownership: 94.78% → 94.66% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$7.6M |
| 2 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$4.39M |
| 3 |
CW
Curio Wealth
Annapolis,
Maryland
|
+$4.36M |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
+$3.3M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFWP
Mosaic Family Wealth Partners
St. Louis,
Missouri
|
-$875K |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$706K |
| 3 |
PIA
Pinion Investment Advisors
Wichita,
Kansas
|
-$682K |
| 4 |
OCM
Orion Capital Management
Coronado,
California
|
-$271K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RWML
26
RAFFA WEALTH MANAGEMENT, LLC
Washington,
District of Columbia
| $103K | +$13.3K | +206 | +16% |
|
27
Morgan Stanley
New York
| $64.4K | – | – | – |
|
|
HNB
28
Huntington National Bank
Columbus,
Ohio
| $56.6K | – | – | – |
|
29
AssetMark Inc
Concord,
California
| $4.07K | – | – | – |
|
|
CT
30
Colonial Trust
Spartanburg,
South Carolina
| $3.86K | +$3.62K | +56 | New |
|
|
MFWP
31
Mosaic Family Wealth Partners
St. Louis,
Missouri
| – | -$875K | -13,648 | Closed |
|
|
OCM
32
Orion Capital Management
Coronado,
California
| – | -$271K | -4,226 | Closed |
|
|
33
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$209K | -3,264 | Closed |
|
|
TIM
34
Tortoise Investment Management
White Plains,
New York
| – | -$19.9K | -310 | Closed |
|
|
AF
35
Advisornet Financial
Minnetonka,
Minnesota
| – | -$513 | -8 | Closed |
|
DFVX Hedge Fund Activity: Q2 2025 in Review
29 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q2 2025, worth a combined $431M — up 13% from $383M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new DFVX positions and 5 closed out — a net gain of 1 holder — while 15 added to existing stakes and 6 trimmed.
The largest buyer was HBK Sorce Advisory, adding an estimated $7.6M. The largest seller was Mosaic Family Wealth Partners, exiting entirely with an estimated $875K sold.
- 29 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q2 2025, up from 28 in Q1 2025.
- Funds reported $431M of Dimensional US Large Cap Vector ETF stock for Q2 2025, up 13% quarter-over-quarter.
- 6 funds opened new Dimensional US Large Cap Vector ETF positions in Q2 2025 and 5 closed out, a net change of +1 holder.
- The largest Dimensional US Large Cap Vector ETF buyer in Q2 2025 was HBK Sorce Advisory, an estimated $7.6M added.
- The largest Dimensional US Large Cap Vector ETF seller in Q2 2025 was Mosaic Family Wealth Partners, an estimated $875K sold.
Based on aggregated 13F filings for Q2 2025.