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Dimensional US Large Cap Vector ETF
DFVX

Overview Fund Activity

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.

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
1
HBK Sorce Advisory
Pennsylvania
$167M
2
CPIG
2
Chicago Partners Investment Group
Illinois
$4.69M
3
SIS
3
Strategic Investment Solutions
Illinois
$1.26M
4
Citadel Advisors
4
Citadel Advisors
Florida
$579K
5
PIA
5
Pinion Investment Advisors
Kansas
$789K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
1
HBK Sorce Advisory
Pennsylvania
$167M 2,683,127 +163,193 +6%
CPIG
2
Chicago Partners Investment Group
Illinois
$4.69M 74,625 +32,116 +76%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.34M 37,658 +1,361 +4%
USWIA
4
UP Strategic Wealth Investment Advisors
Pennsylvania
$2.2M 35,448 +4,671 +15%
ELM
5
Elite Life Management
Florida
$1.42M 22,806 +4,002 +21%
SIS
6
Strategic Investment Solutions
Illinois
$1.26M 19,876 +19,876 New
AIS
7
American Investment Services
Massachusetts
$789K 12,707 +1 +0%
PIA
8
Pinion Investment Advisors
Kansas
$789K 12,702 +5,995 +89%
Citadel Advisors
9
Citadel Advisors
Florida
$579K 9,315 +9,315 New
HighTower Advisors
10
HighTower Advisors
Illinois
$251K 4,035 +13 +0.3%
CSPIA
11
Cary Street Partners Investment Advisory
Virginia
$210K 3,383 +3,383 New
Morgan Stanley
12
Morgan Stanley
New York
$3.79K 61 +61 New
AF
13
Advisornet Financial
Minnesota
$497 8 – –
UBS Group
14
UBS Group
Switzerland
– – -64 Closed
CFGS
15
Concourse Financial Group Securities
Alabama
– – – –