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Dimensional US Large Cap Vector ETF
DFVX

40 hedge funds and large institutions have $431M invested in Dimensional US Large Cap Vector ETF in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

18% more funds holding

Funds holding: 34 → 40 (+6)

8% more capital invested

Capital invested by funds: $398M → $431M (+$32.6M)

1.09% more ownership

Funds ownership: 94.74% → 95.82% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 11

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
0.49%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
7
Increased
12
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$10.2M
2
CW
Curio Wealth
Maryland
+$1.68M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.66M
4
EL
EWA LLC
Pennsylvania
+$1.09M
5
CPIG
Chicago Partners Investment Group
Illinois
+$201K

Top Sellers

1
W
Wealthquest
Ohio
-$8.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$907K
3
Citadel Advisors
Citadel Advisors
Florida
-$453K
4
USWIA
UP Strategic Wealth Investment Advisors
Pennsylvania
-$295K
5
BFA
Bill Few Associates
Pennsylvania
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$112K – – –
SRCM
27
Signature Resources Capital Management
California
$112K – – –
OC
28
Optima Capital
Oregon
$100K +$98.6K +1,345 New
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$80K +$79K +1,077 New
Morgan Stanley
30
Morgan Stanley
New York
$73.2K +$8.14K +111 +13%
Osaic Holdings
31
Osaic Holdings
Arizona
$37.2K +$36.7K +500 New
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$33.2K +$9.17K +125 +39%
CSPIA
33
Cary Street Partners Investment Advisory
Virginia
$31.1K +$30.7K +418 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$24K -$110K -1,497 -82%
AF
35
Allworth Financial
California
$10.1K +$9.97K +136 New
UBS Group
36
UBS Group
Switzerland
$7.36K +$7.26K +99 New
EWA
37
Elevate Wealth Advisory
Georgia
$5.28K – – –
AssetMark Inc
38
AssetMark Inc
California
$4.39K – – –
CT
39
Colonial Trust
South Carolina
$4.16K – – –
Citigroup
40
Citigroup
New York
$2.45K +$367 +5 +18%
JP Morgan Chase
41
JP Morgan Chase
New York
$12 – – –
BFA
42
Bill Few Associates
Pennsylvania
– -$252K -3,459 Closed
1
2

DFVX Hedge Fund Activity: Q4 2025 in Review

40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q4 2025, worth a combined $431M — up 8.2% from $398M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFVX positions and 1 closed out — a net gain of 6 holders — while 12 added to existing stakes and 11 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $10.2M. The largest seller was Wealthquest, cutting an estimated $8.69M.

  • 40 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q4 2025, up from 34 in Q3 2025.
  • Funds reported $431M of Dimensional US Large Cap Vector ETF stock for Q4 2025, up 8.2% quarter-over-quarter.
  • 7 funds opened new Dimensional US Large Cap Vector ETF positions in Q4 2025 and 1 closed out, a net change of +6 holders.
  • The largest Dimensional US Large Cap Vector ETF buyer in Q4 2025 was HBK Sorce Advisory, an estimated $10.2M added.
  • The largest Dimensional US Large Cap Vector ETF seller in Q4 2025 was Wealthquest, an estimated $8.69M sold.

Based on aggregated 13F filings for Q4 2025.