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Dimensional US Large Cap Vector ETF
DFVX

34 hedge funds and large institutions have $398M invested in Dimensional US Large Cap Vector ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more funds holding

Funds holding: 28 → 34 (+6)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0.1% more ownership

Funds ownership: 94.64% → 94.74% (+0.1%)

8% less capital invested

Capital invested by funds: $431M → $398M (-$32.4M)

Holders
34
Holders Change
+6
Holders Change %
+21.43%
% of All Funds
0.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
7
Increased
11
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSA
HBK Sorce Advisory
Pennsylvania
+$13.2M
2
ELM
Elite Life Management
Florida
+$1.72M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.5M
4
CW
Curio Wealth
Maryland
+$1.04M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$574K

Top Sellers

1
W
Wealthquest
Ohio
-$70.5M
2
USWIA
UP Strategic Wealth Investment Advisors
Pennsylvania
-$1.73M
3
SHFA
SC&H Financial Advisors
Maryland
-$330K
4
LPL Financial
LPL Financial
California
-$154K
5
SIS
Strategic Investment Solutions
Illinois
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
1
HBK Sorce Advisory
Pennsylvania
$302M +$13.2M +185,423 +5%
W
2
Wealthquest
Ohio
$38.8M -$70.5M -994,178 -65%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$13.9M +$574K +8,095 +4%
CPIG
4
Chicago Partners Investment Group
Illinois
$6.54M +$138K +1,948 +2%
CW
5
Curio Wealth
Maryland
$5.99M +$1.04M +14,649 +22%
ELM
6
Elite Life Management
Florida
$5.52M +$1.72M +24,249 +47%
MHS
7
M Holdings Securities
Oregon
$4.94M -$7.95K -112 -0.2%
Citadel Advisors
8
Citadel Advisors
Florida
$3.24M +$1.5M +21,166 +91%
USWIA
9
UP Strategic Wealth Investment Advisors
Pennsylvania
$3.2M -$1.73M -24,444 -36%
MWA
10
Medallion Wealth Advisors
Connecticut
$2.84M +$355K +5,004 +15%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$2.81M -$17.7K -249 -0.6%
W
12
WPWealth
Texas
$1.21M – – –
CSP
13
Cary Street Partners
Virginia
$1.12M +$70.2K +990 +7%
VPF
14
Vantage Point Financial
Illinois
$1.03M -$112K -1,584 -10%
FFG
15
First Financial Group
North Carolina
$972K +$323K +4,560 +52%
AIS
16
American Investment Services
Massachusetts
$864K -$58.7K -828 -7%
PIA
17
Pinion Investment Advisors
Kansas
$810K +$31.6K +446 +4%
LPL Financial
18
LPL Financial
California
$492K -$154K -2,166 -24%
NB
19
Northwest Bancshares
Pennsylvania
$428K +$417K +5,883 New
PTC
20
Private Trust Company
Ohio
$345K – – –
SIS
21
Strategic Investment Solutions
Illinois
$308K -$114K -1,610 -28%
RWM
22
Rockwood Wealth Management
Pennsylvania
$290K – – –
HighTower Advisors
23
HighTower Advisors
Illinois
$288K +$993 +14 +0.4%
BFA
24
Bill Few Associates
Pennsylvania
$252K +$245K +3,459 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$133K -$851 -12 -0.7%
1
2

DFVX Hedge Fund Activity: Q3 2025 in Review

34 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional US Large Cap Vector ETF (DFVX) for Q3 2025, worth a combined $398M — down 7.5% from $431M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new DFVX positions and 1 closed out — a net gain of 6 holders — while 11 added to existing stakes and 10 trimmed.

The largest buyer was HBK Sorce Advisory, adding an estimated $13.2M. The largest seller was Wealthquest, cutting an estimated $70.5M.

  • 34 institutional investors held Dimensional US Large Cap Vector ETF (DFVX) as of Q3 2025, up from 28 in Q2 2025.
  • Funds reported $398M of Dimensional US Large Cap Vector ETF stock for Q3 2025, down 7.5% quarter-over-quarter.
  • 7 funds opened new Dimensional US Large Cap Vector ETF positions in Q3 2025 and 1 closed out, a net change of +6 holders.
  • The largest Dimensional US Large Cap Vector ETF buyer in Q3 2025 was HBK Sorce Advisory, an estimated $13.2M added.
  • The largest Dimensional US Large Cap Vector ETF seller in Q3 2025 was Wealthquest, an estimated $70.5M sold.

Based on aggregated 13F filings for Q3 2025.