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
↑ +87
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — DFAC

Based on 1037 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,037 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 — +14% more funds vs a year ago

fund count last 6Q
+129 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

514 buying366 selling
Last quarter: 514 funds bought or added vs 366 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.
📈

More new buyers each quarter (+73 vs last Q)

new funds entering per quarter
Funds opening a new DFAC position: 62 → 74 → 63 → 136. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 19% new
595 out of 1,037 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.
📈

Growing discovery — still being found

125 → 62 → 74 → 63 → 136 new funds/Q
New funds entering each quarter: 62 → 74 → 63 → 136. A growing number of institutions are discovering DFAC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 18% 1-2yr ■ 29% new
Of 1,037 current holders: 549 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
19 of 1037 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

46 top-rated funds 156 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
7.5
/ 10
conviction
Hedge Fund Positioning: DFAC
2026 Q1 Stats Unlock in 20 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1037 951 9.04%
13F Shares 782M 740M 5.66%
Total Value $32.68B $28.50B 14.68%
New Positions 136 63 +73
Increased Positions 378 380 -2
Closed Positions 49 42 +7
Reduced Positions 317 308 +9
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

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.

Top 25 institutional holders of DFAC — 2025 Q4 · 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 ANDREWS, LUCIA WEALTH MANAGEMENT LLC 39.46% 1,698,938 $66.0M
7 Core Wealth Management, Inc. 36.37% 3,054,577 $118.7M
8 DEMMING FINANCIAL SERVICES CORP /ADV 34.96% 1,239,464 $48.2M
9 Shearwater Capital LLC 34.72% 1,703,919 $66.2M
10 Verisail Partners, LLC 34.53% 2,190,338 $85.1M
11 Rockwood Wealth Management, LLC 33.59% 12,077,663 $469.3M
12 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 31.64% 1,208,315 $47.0M
13 Vested Financial Planning, LLC 29.04% 980,912 $38.1M
14 Vannoy Advisory Group, Inc. 28.99% 1,178,323 $45.8M
15 Sensible Money, LLC 26.13% 2,210,467 $85.9M
16 Austin Asset Management Co Inc 25.83% 4,042,822 $157.1M
17 marrick wealth, LLC 25.61% 783,802 $30.5M
18 MASTER'S WEALTH MANAGEMENT INC. 25.52% 1,938,721 $75.3M
19 Ballentine Capital Advisors, Inc 25.18% 1,565,502 $60.8M
20 Henrickson Nauta Wealth Advisors, Inc. 25.07% 2,299,117 $89.3M
21 ShankerValleau Wealth Advisors, Inc. 24.77% 2,261,881 $87.9M
22 Wealth Advisors Northwest LLC 24.56% 1,507,026 $58.6M
23 New Capital Management LP 24.50% 2,557,586 $99.4M
24 Wolfstich Capital, LLC 23.82% 711,057 $27.2M
25 Forum Financial Management, LP 23.27% 42,328,643 $1.64B
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 — 3 quarters in a row: For 3 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: 514 funds bought or added vs 366 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 — 5% AUM from top-100: 19 of 1037 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAC?

57% of holders stayed for 2+ years: 595 out of 1,037 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.

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.