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Dimensional US Large Cap Vector ETF

27 hedge funds and large institutions have $382M invested in Dimensional US Large Cap Vector ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 4

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

29% more funds holding

Funds holding: 2127 (+6)

13% more capital invested

Capital invested by funds: $339M → $382M (+$43.2M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.45% less ownership

Funds ownership: 96.22%94.76% (-1.5%)

Holders
27
Holders Change
+6
Holders Change %
+28.57%
% of All Funds
0.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
12
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$248M +$27.2M +407,006 +12%
W
2
Wealthquest
Ohio
$94.7M +$6.18M +92,659 +7%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$11.4M +$11.9M +178,369 New
CPIG
4
Chicago Partners Investment Group
Illinois
$5.33M +$189K +2,833 +3%
USWIA
5
UP Strategic Wealth Investment Advisors
Pennsylvania
$4.57M -$825K -12,363 -15%
ELM
6
Elite Life Management
Florida
$2.85M +$377K +5,642 +15%
CW
7
Curio Wealth
Maryland
$2.61M -$2.61M -39,032 -100%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.45M +$2.55M +38,195 New
MWA
9
Medallion Wealth Advisors
Connecticut
$1.87M +$431K +6,450 +28%
PIA
10
Pinion Investment Advisors
Kansas
$1.36M +$487K +7,298 +53%
W
11
WPWealth
Texas
$1.12M -$35.8K -537 -3%
SIS
12
Strategic Investment Solutions
Illinois
$1.08M +$757K +11,337 +208%
CSP
13
Cary Street Partners
Virginia
$1.02M +$420K +6,287 +66%
VPF
14
Vantage Point Financial
Illinois
$924K +$264K +3,961 +38%
MFWP
15
Mosaic Family Wealth Partners
Missouri
$875K +$911K +13,648 New
AIS
16
American Investment Services
Massachusetts
$783K +$534 +8 +0.1%
PTC
17
Private Trust Company
Ohio
$308K +$321K +4,806 New
OCM
18
Orion Capital Management
California
$271K +$282K +4,226 New
HighTower Advisors
19
HighTower Advisors
Illinois
$252K +$801 +12 +0.3%
SHFA
20
SC&H Financial Advisors
Maryland
$250K +$261K +3,903 New
FFG
21
First Financial Group
North Carolina
$212K +$220K +3,300 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$209K +$218K +3,264 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$109K -$18.3K -274 -14%
Morgan Stanley
24
Morgan Stanley
New York
$60K +$58.3K +874 +1,433%
HNB
25
Huntington National Bank
Ohio
$52.7K

DFVX Hedge Fund Activity: Q1 2025 in Review

27 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q1 2025, worth a combined $382M — up 13% from $339M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DFVX positions and 4 closed out — a net gain of 6 holders — while 12 added to existing stakes and 4 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $27.2M. The largest seller was Curio Wealth, cutting an estimated $2.61M.

  • 27 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q1 2025, up from 21 in Q4 2024.
  • Funds reported $382M of Dimensional US Large Cap Vector ETF stock for Q1 2025, up 13% quarter-over-quarter.
  • 10 funds opened new Dimensional US Large Cap Vector ETF positions in Q1 2025 and 4 closed out, a net change of +6 holders.
  • The largest Dimensional US Large Cap Vector ETF buyer in Q1 2025 was HBK Sorce Advisory, an estimated $27.2M added.
  • The largest Dimensional US Large Cap Vector ETF seller in Q1 2025 was Curio Wealth, an estimated $2.61M sold.

Based on aggregated 13F filings for Q1 2025.