Dimensional US Large Cap Vector ETF
DFVX
14 hedge funds and large institutions have $287M invested in Dimensional US Large Cap Vector ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 1 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
58% more capital invested
Capital invested by funds: $181M → $287M (+$106M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
8% more funds holding
Funds holding: 13 → 14 (+1)
0.96% less ownership
Funds ownership: 97.19% → 96.23% (-0.96%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$83.6M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$5.97M |
| 3 |
USWIA
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
|
+$2.85M |
| 4 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$518K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
+$281K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$579K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$565K |
| 3 |
PIA
Pinion Investment Advisors
Wichita,
Kansas
|
-$92.4K |
| 4 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$12.6K |
DFVX Hedge Fund Activity: Q3 2024 in Review
14 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q3 2024, worth a combined $287M — up 58% from $181M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new DFVX positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Wealthquest, opening a new position worth an estimated $83.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $579K sold.
- 14 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q3 2024, up from 13 in Q2 2024.
- Funds reported $287M of Dimensional US Large Cap Vector ETF stock for Q3 2024, up 58% quarter-over-quarter.
- 2 funds opened new Dimensional US Large Cap Vector ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
- The largest Dimensional US Large Cap Vector ETF buyer in Q3 2024 was Wealthquest, an estimated $83.6M added.
- The largest Dimensional US Large Cap Vector ETF seller in Q3 2024 was Citadel Advisors, an estimated $579K sold.
Based on aggregated 13F filings for Q3 2024.