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.
860% more capital inflows, than outflows
Capital inflows: $24.1M | Capital outflows: $2.51M
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
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
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$20.5M |
| 2 |
Chicago Partners Investment Group
Chicago,
Illinois
|
+$2.5M |
| 3 |
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
+$521K |
| 4 |
Elite Life Management
Sarasota,
Florida
|
+$281K |
| 5 |
American Investment Services
Great Barrington,
Massachusetts
|
+$249K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.04M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$471K |
DFVX Hedge Fund Activity: Q1 2024 in Review
10 of the 6,965 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.