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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
21
Holders Change
+7
Holders Change %
+50%
% of All Funds
0.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
6
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$45.2M
2
W
Wealthquest
Ohio
+$4.02M
3
W
WPWealth
Texas
+$1.21M
4
ELM
Elite Life Management
Florida
+$831K
5
Citadel Advisors
Citadel Advisors
Florida
+$755K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.88M
2
SIS
Strategic Investment Solutions
Illinois
-$950K
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$760K
4
AIS
American Investment Services
Massachusetts
-$38.7K
5
Morgan Stanley
Morgan Stanley
New York
-$14.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$226M +$45.2M +677,256 +24%
W
2
Wealthquest
Ohio
$90.4M +$4.02M +60,170 +5%
USWIA
3
UP Strategic Wealth Investment Advisors
Pennsylvania
$5.46M +$203K +3,042 +4%
CPIG
4
Chicago Partners Investment Group
Illinois
$5.35M +$136K +2,040 +3%
CW
5
Curio Wealth
Maryland
$2.56M +$2.62M +39,182 New
ELM
6
Elite Life Management
Florida
$2.53M +$831K +12,451 +47%
MWA
7
Medallion Wealth Advisors
Connecticut
$1.48M +$1.51M +22,638 New
W
8
WPWealth
Texas
$1.18M +$1.21M +18,056 New
PIA
9
Pinion Investment Advisors
Kansas
$905K +$175K +2,615 +23%
AIS
10
American Investment Services
Massachusetts
$797K -$38.7K -579 -5%
Citadel Advisors
11
Citadel Advisors
Florida
$738K +$755K +11,300 New
VPF
12
Vantage Point Financial
Illinois
$682K +$698K +10,446 New
CSP
13
Cary Street Partners
Virginia
$623K +$638K +9,548 New
SIS
14
Strategic Investment Solutions
Illinois
$347K -$950K -14,230 -72%
HighTower Advisors
15
HighTower Advisors
Illinois
$256K -$8.61K -129 -3%
WC
16
Wolfstich Capital
Massachusetts
$246K +$252K +3,774 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$129K – – –
Wells Fargo
18
Wells Fargo
California
$8.49K +$8.68K +130 New
UBS Group
19
UBS Group
Switzerland
$7.7K +$7.88K +118 New
Morgan Stanley
20
Morgan Stanley
New York
$3.98K -$14.5K -217 -78%
AF
21
Advisornet Financial
Minnesota
$522 – – –
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
– -$1.88M -28,715 Closed
CSPIA
23
Cary Street Partners Investment Advisory
Virginia
– -$760K -11,591 Closed

DFVX Hedge Fund Activity: Q4 2024 in Review

21 of the 7,592 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.