Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +30
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — DFAC

Based on 1164 hedge funds · latest filing: 2026 Q1 · 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
1,164 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+191 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

581 buying417 selling
Last quarter: 581 funds bought or added vs 417 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.
⚠️

Fewer new buyers each quarter (-56 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 86 → 70 → 155 → 99. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 20% new
639 out of 1,164 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.
🚀

Acceleration phase — new buyers rushing in

70 → 86 → 70 → 155 → 99 new funds/Q
New funds entering each quarter: 86 → 70 → 155 → 99. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 54% veterans vs 26% newcomers

■ 54% veterans ■ 20% 1-2yr ■ 26% new
Entry-cohort mix of 1,165 holders: 625 (54%) are 2+ year veterans, 234 entered 1–2 years ago, and 306 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
23 of 1162 holders rank in the top 100 by AUM, but together hold only 6% 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.

Institutional Sentiment Summary — DFAC

In 2026 Q1, 581 hedge funds were net buyers of DFAC (99 opened a new position, 482 added to an existing one), while 417 reduced or exited (348 trimmed, 69 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 1164.

Hedge Fund Ownership: DFAC

How many hedge funds hold DFAC — quarterly history vs. share price
Quarterly hedge fund ownership of DFAC vs. share price

Market Analysis: DFAC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much DFAC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
DFAC
+14.1%
SPY
+13.9%

DFAC outperformed SPY by +0.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DFAC
+3.2%
SPY
+0.2%

Since the filing became public, DFAC outperformed SPY by +3.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

26 top-rated funds 182 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
6.7
/ 10
conviction
Hedge Fund Positioning: DFAC
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1150 1134 1.41%
13F Shares 825M 811M 1.78%
Total Value $31.39B $33.82B -7.19%
New Positions 95 155 -60
Increased Positions 480 408 +72
Closed Positions 79 51 +28
Reduced Positions 344 337 +7
Total Calls 3 1 200.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: DFAC

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Institutional Holders (2026 Q1)

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:
Top 25 DFAC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Onyx Financial Advisors, LLC 59.32% 3,676,377 $142.9M
2 Capstone Capital LLC 46.03% 1,839,261 $71.5M
3 BCU Wealth Advisors, LLC 44.31% 3,058,573 $118.9M
4 SJS Investment Consulting Inc. 43.82% 9,231,772 $358.7M
5 Monument Group Wealth Advisors, LLC 43.70% 2,026,321 $78.7M
6 Chico Wealth RIA 42.61% 1,795,130 $69.8M
7 Geometric Wealth Advisors 42.32% 8,696,860 $338.0M
8 Andrews, Lucia Wealth Management LLC 39.46% 1,698,938 $66.0M
9 HFM Investment Advisors, LLC 39.16% 2,620,847 $101.8M
10 Porter White Investment Advisors, Inc. 37.96% 2,439,644 $94.8M
11 Core Wealth Management, Inc. 36.37% 3,054,577 $118.7M
12 United Wealth Management, LLC 36.35% 3,762,717 $146.2M
13 Demming Financial Services Corp /Adv 34.96% 1,239,464 $48.2M
14 CSP Financial Group, LLC 34.79% 874,504 $34.0M
15 Shearwater Capital LLC 34.72% 1,703,919 $66.2M
16 Capstone Wealth Management, Inc. 34.68% 1,040,681 $40.9M
17 Verisail Partners, LLC 34.53% 2,190,338 $85.1M
18 Triune Financial Partners, LLC 34.05% 3,684,951 $143.2M
19 Grand Wealth Management, LLC 33.82% 1,849,146 $71.9M
20 Rockwood Wealth Management, LLC 33.59% 12,077,663 $469.3M
21 DecisionPoint Financial, LLC 31.76% 3,791,506 $147.3M
22 Prudent Man Investment Management, Inc. 31.74% 2,382,749 $94.3M
23 Greenspring Advisors, LLC 31.65% 13,364,540 $519.3M
24 Bannerman Wealth Management Group, LLC 31.64% 1,208,315 $47.0M
25 Eaton-Cambridge Inc. 31.56% 2,595,688 $100.9M
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 — 58% buying: Last quarter: 581 funds bought or added vs 417 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 — 6% AUM from top-100: 23 of 1162 holders rank in the top 100 by AUM, but together hold only 6% 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: 639 out of 1,164 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 Q1 hedge fund 13F filings?

As of today, DFAC has moved +3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.0%. Since the quarter end (March 31, 2026), DFAC has gained +14.1% vs +13.9% 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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