Dimensional US Large Cap Vector ETF
DFVX
10 hedge funds and large institutions have $167M invested in Dimensional US Large Cap Vector ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 1
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
29% more capital invested
Capital invested by funds: $130M → $167M (+$37.7M)
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.38% less ownership
Funds ownership: 100.34% → 98.96% (-1.4%)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$471K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HSA
1
HBK Sorce Advisory
Erie,
Pennsylvania
| $158M | +$20.5M | +348,637 | +16% |
|
|
CPIG
2
Chicago Partners Investment Group
Chicago,
Illinois
| $2.58M | +$2.5M | +42,509 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $2.27M | -$471K | -7,995 | -18% |
|
|
USWIA
4
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| $1.93M | +$521K | +8,846 | +40% |
|
|
ELM
5
Elite Life Management
Sarasota,
Florida
| $1.18M | +$281K | +4,772 | +34% |
|
|
AIS
6
American Investment Services
Great Barrington,
Massachusetts
| $796K | +$249K | +4,234 | +50% |
|
|
PIA
7
Pinion Investment Advisors
Wichita,
Kansas
| $420K | +$18.5K | +314 | +5% |
|
8
HighTower Advisors
Chicago,
Illinois
| $252K | +$530 | +9 | +0.2% |
|
9
UBS Group
Zurich,
Switzerland
| $4.01K | +$3.77K | +64 | New |
|
|
AF
10
Advisornet Financial
Minnetonka,
Minnesota
| $501 | +$471 | +8 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$2.04M | -36,332 | Closed |
|
DFVX Hedge Fund Activity: Q1 2024 in Review
10 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q1 2024, worth a combined $167M — up 29% from $130M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new DFVX positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 1 trimmed.
The largest buyer was HBK Sorce Advisory, adding an estimated $20.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.04M sold.
- 10 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q1 2024, up from 9 in Q4 2023.
- Funds reported $167M of Dimensional US Large Cap Vector ETF stock for Q1 2024, up 29% quarter-over-quarter.
- 3 funds opened new Dimensional US Large Cap Vector ETF positions in Q1 2024 and 1 closed out, a net change of +2 holders.
- The largest Dimensional US Large Cap Vector ETF buyer in Q1 2024 was HBK Sorce Advisory, an estimated $20.5M added.
- The largest Dimensional US Large Cap Vector ETF seller in Q1 2024 was Citadel Advisors, an estimated $2.04M sold.
Based on aggregated 13F filings for Q1 2024.