Dimensional US Large Cap Vector ETF
DFVX
21 hedge funds and large institutions have $339M invested in Dimensional US Large Cap Vector ETF in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
50% more funds holding
Funds holding: 14 → 21 (+7)
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
18% more capital invested
Capital invested by funds: $287M → $339M (+$52.6M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.01% less ownership
Funds ownership: 96.23% → 96.22% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$45.2M |
| 2 |
W
Wealthquest
Cincinnati,
Ohio
|
+$4.02M |
| 3 |
W
WPWealth
Fort Worth,
Texas
|
+$1.21M |
| 4 |
ELM
Elite Life Management
Sarasota,
Florida
|
+$831K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.88M |
| 2 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$950K |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$760K |
| 4 |
AIS
American Investment Services
Great Barrington,
Massachusetts
|
-$38.7K |
| 5 |
Morgan Stanley
New York
|
-$14.5K |
DFVX Hedge Fund Activity: Q4 2024 in Review
21 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q4 2024, worth a combined $339M — up 18% from $287M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DFVX positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 4 trimmed.
The largest buyer was HBK Sorce Advisory, adding an estimated $45.2M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.88M sold.
- 21 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q4 2024, up from 14 in Q3 2024.
- Funds reported $339M of Dimensional US Large Cap Vector ETF stock for Q4 2024, up 18% quarter-over-quarter.
- 9 funds opened new Dimensional US Large Cap Vector ETF positions in Q4 2024 and 2 closed out, a net change of +7 holders.
- The largest Dimensional US Large Cap Vector ETF buyer in Q4 2024 was HBK Sorce Advisory, an estimated $45.2M added.
- The largest Dimensional US Large Cap Vector ETF seller in Q4 2024 was Susquehanna International Group, an estimated $1.88M sold.
Based on aggregated 13F filings for Q4 2024.