Dimensional ETF Trust (DFAC) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Dimensional ETF Trust (DFAC) following the 2026 Q2 hedge fund 13F filings?

As of today, DFAC has moved -2.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (June 30, 2026), DFAC gained +2.1% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Dimensional ETF Trust (DFAC)

1K + Investors. Track Smart Money conviction in DFAC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — DFAC

Based on 1221 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added DFAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

1,221 hedge funds hold DFAC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q

+212 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 59% buying

589 buying413 selling

Last quarter: 589 funds bought or added vs 413 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~106 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 70 → 156 → 101 → 106. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 21% new

666 out of 1,221 hedge funds have held DFAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~106 new funds/quarter

87 → 70 → 156 → 101 → 106 new funds/Q

New funds entering each quarter: 70 → 156 → 101 → 106. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 54% veterans vs 26% newcomers

■ 54% veterans ■ 20% 1-2yr ■ 26% new

Entry-cohort mix of 1,222 holders: 661 (54%) are 2+ year veterans, 240 entered 1–2 years ago, and 321 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds

29 of 1220 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1211	1167	3.77%
13F Shares	864M	832M	3.82%
Total Value	$37.35B	$31.65B	17.98%
New Positions	101	101	-
Increased Positions	483	482	+1
Closed Positions	56	70	-14
Reduced Positions	358	348	+10
Total Calls	2	3	-33.33%
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1211

1167

3.77%

13F Shares

864M

832M

3.82%

Total Value

$37.35B

$31.65B

17.98%

New Positions

101

Increased Positions

483

482

Closed Positions

-14

Reduced Positions

358

348

+10

Total Calls

-33.33%

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFAC. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DFAC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Onyx Financial Advisors, LLC	60.48%	3,784,124	$167.9M
2	Capstone Capital LLC	47.46%	1,873,234	$83.1M
3	Monument Group Wealth Advisors, LLC	45.97%	2,159,082	$95.8M
4	SJS Investment Consulting Inc.	45.28%	9,377,832	$416.0M
5	BCU Wealth Advisors, LLC	44.69%	3,033,037	$134.5M
6	Geometric Wealth Advisors	43.45%	9,054,523	$401.7M
7	Chico Wealth RIA	41.75%	1,806,421	$80.1M
8	HFM Investment Advisors, LLC	40.17%	2,582,339	$114.6M
9	Andrews, Lucia Wealth Management LLC	38.28%	1,649,228	$73.2M
10	United Wealth Management, LLC	37.68%	3,775,121	$167.5M
11	Core Wealth Management, Inc.	37.29%	2,990,705	$132.7M
12	Shearwater Capital LLC	36.29%	1,713,356	$76.0M
13	Porter White Investment Advisors, Inc.	35.88%	2,100,973	$93.2M
14	Verisail Partners, LLC	35.80%	2,176,870	$96.6M
15	Demming Financial Services Corp /Adv	35.63%	1,263,422	$56.0M
16	CSP Financial Group, LLC	34.98%	925,242	$41.0M
17	Triune Financial Partners, LLC	34.97%	3,775,213	$167.5M
18	Capstone Wealth Management, Inc.	34.71%	1,040,325	$46.2M
19	Grand Wealth Management, LLC	34.63%	1,873,218	$83.1M
20	Rockwood Wealth Management, LLC	34.59%	12,338,697	$547.3M
21	Pandowealth. LLC	33.62%	938,620	$37.2M
22	DecisionPoint Financial, LLC	33.32%	4,061,339	$179.9M
23	Eaton-Cambridge Inc.	32.49%	2,605,730	$115.6M
24	Bannerman Wealth Management Group, LLC	32.19%	1,243,763	$55.2M
25	Prudent Man Investment Management, Inc.	32.05%	2,373,152	$94.0M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Dimensional ETF Trust (DFAC)

What does the Smart Money Trend signal show for DFAC?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFAC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DFAC?

Slight buying edge — 59% buying: Last quarter: 589 funds bought or added vs 413 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DFAC holders?

Smaller funds dominant — 7% AUM from top-100: 29 of 1220 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAC?

55% of holders stayed for 2+ years: 666 out of 1,221 hedge funds have held DFAC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Dimensional ETF Trust (DFAC) following the 2026 Q2 hedge fund 13F filings?

As of today, DFAC has moved -2.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (June 30, 2026), DFAC has gained +2.1% vs +3.3% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Dimensional ETF Trust (DFAC)

Smart Money Signals — DFAC

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +21% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~106 new funds per quarter

55% of holders stayed for 2+ years

Steady discovery — ~106 new funds/quarter

Veteran-anchored — 54% veterans vs 26% newcomers

Smaller funds dominant — 7% AUM from top-100

Institutional Sentiment Summary — DFAC

Hedge Fund Ownership: DFAC

Market Analysis: DFAC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFAC

Is It Too Late to Buy Dimensional ETF Trust (DFAC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: DFAC

Statistics: DFAC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFAC)

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