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Dimensional US Large Cap Vector ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 34 (+1)

8% more funds holding

Funds holding: 1314 (+1)

0.96% less ownership

Funds ownership: 97.19%96.23% (-0.96%)

Holders
14
Holders Change
+1
Holders Change %
+7.69%
% of All Funds
0.2%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
2
Increased
8
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change

DFVX Hedge Fund Activity: Q3 2024 in Review

14 of the 6,964 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.