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Dimensional US Large Cap Vector ETF
DFVX

13 hedge funds and large institutions have $181M invested in Dimensional US Large Cap Vector ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

30% more funds holding

Funds holding: 10 → 13 (+3)

8% more capital invested

Capital invested by funds: $167M → $181M (+$13.9M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1.76% less ownership

Funds ownership: 98.96% → 97.19% (-1.8%)

Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
8
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$10M
2
CPIG
Chicago Partners Investment Group
Illinois
+$1.97M
3
Citadel Advisors
Citadel Advisors
Florida
+$572K
4
PIA
Pinion Investment Advisors
Kansas
+$368K
5
USWIA
UP Strategic Wealth Investment Advisors
Pennsylvania
+$287K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$4.01K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$167M +$10M +163,193 +6%
CPIG
2
Chicago Partners Investment Group
Illinois
$4.69M +$1.97M +32,116 +76%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.34M +$83.6K +1,361 +4%
USWIA
4
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.2M +$287K +4,671 +15%
ELM
5
Elite Life Management
Florida
$1.42M +$246K +4,002 +21%
SIS
6
Strategic Investment Solutions
Illinois
$1.26M +$1.22M +19,876 New
AIS
7
American Investment Services
Massachusetts
$789K +$61 +1 +0%
PIA
8
Pinion Investment Advisors
Kansas
$789K +$368K +5,995 +89%
Citadel Advisors
9
Citadel Advisors
Florida
$579K +$572K +9,315 New
HighTower Advisors
10
HighTower Advisors
Illinois
$251K +$799 +13 +0.3%
CSPIA
11
Cary Street Partners Investment Advisory
Virginia
$210K +$208K +3,383 New
Morgan Stanley
12
Morgan Stanley
New York
$3.79K +$3.75K +61 New
AF
13
Advisornet Financial
Minnesota
$497 – – –
UBS Group
14
UBS Group
Switzerland
– -$4.01K -64 Closed

DFVX Hedge Fund Activity: Q2 2024 in Review

13 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q2 2024, worth a combined $181M — up 8.3% from $167M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new DFVX positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 0 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $10M. The largest seller was UBS Group, exiting entirely with an estimated $4.01K sold.

  • 13 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q2 2024, up from 10 in Q1 2024.
  • Funds reported $181M of Dimensional US Large Cap Vector ETF stock for Q2 2024, up 8.3% quarter-over-quarter.
  • 4 funds opened new Dimensional US Large Cap Vector ETF positions in Q2 2024 and 1 closed out, a net change of +3 holders.
  • The largest Dimensional US Large Cap Vector ETF buyer in Q2 2024 was HBK Sorce Advisory, an estimated $10M added.
  • The largest Dimensional US Large Cap Vector ETF seller in Q2 2024 was UBS Group, an estimated $4.01K sold.

Based on aggregated 13F filings for Q2 2024.