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Dimensional US Large Cap Vector ETF
DFVX

9 hedge funds and large institutions have $130M invested in Dimensional US Large Cap Vector ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100.34% more ownership

Funds ownership: 0% → 100.34% (+100%)

Holders
9
Holders Change
+9
Holders Change %
–
% of All Funds
0.13%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
9
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$117M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.38M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.96M
4
AIS
American Investment Services
Massachusetts
+$456K
5
PIA
Pinion Investment Advisors
Kansas
+$344K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$122M +$117M +2,171,297 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.49M +$2.38M +44,292 New
Citadel Advisors
3
Citadel Advisors
Florida
$2.04M +$1.96M +36,332 New
USWIA
4
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.23M +$1.18M +21,931 New
ELM
5
Elite Life Management
Florida
$788K +$756K +14,032 New
AIS
6
American Investment Services
Massachusetts
$476K +$456K +8,472 New
PIA
7
Pinion Investment Advisors
Kansas
$359K +$344K +6,393 New
HighTower Advisors
8
HighTower Advisors
Illinois
$225K +$216K +4,013 New
SIS
9
Strategic Investment Solutions
Illinois
$55.3K +$53K +985 New

DFVX Hedge Fund Activity: Q4 2023 in Review

9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q4 2023, worth a combined $130M.

Buyers outnumbered sellers: 9 funds opened new DFVX positions and 0 closed out — a net gain of 9 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was HBK Sorce Advisory, opening a new position worth an estimated $117M.

  • 9 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $130M of Dimensional US Large Cap Vector ETF stock for Q4 2023.
  • 9 funds opened new Dimensional US Large Cap Vector ETF positions in Q4 2023 and 0 closed out, a net change of +9 holders.
  • The largest Dimensional US Large Cap Vector ETF buyer in Q4 2023 was HBK Sorce Advisory, an estimated $117M added.

Based on aggregated 13F filings for Q4 2023.