Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAE)

656 + Investors. Track Smart Money conviction in DFAE. 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
62%

Smart Money Signals — DFAE

Based on 661 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 DFAE 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
661 hedge funds hold DFAE 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 — +30% more funds vs a year ago

fund count last 6Q
+152 new funds entered over the past year (+30% 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.
🟢

More buyers than sellers — 62% buying

380 buying235 selling
Last quarter: 380 funds were net buyers (74 opened a brand new position + 306 added to an existing one). Only 235 were sellers (191 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 69 → 57 → 91 → 74. 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.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 28% medium ■ 23% new
324 out of 661 hedge funds have held DFAE 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

58 → 69 → 57 → 91 → 74 new funds/Q
New funds entering each quarter: 69 → 57 → 91 → 74. A growing number of institutions are discovering DFAE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 49% veterans vs 33% newcomers

■ 49% veterans ■ 17% 1-2yr ■ 33% new
Entry-cohort mix of 661 holders: 325 (49%) are 2+ year veterans, 115 entered 1–2 years ago, and 221 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 16% AUM from top-100

16% from top-100 AUM funds
17 of 661 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — DFAE

In 2026 Q1, 380 hedge funds were net buyers of DFAE (74 opened a new position, 306 added to an existing one), while 235 reduced or exited (191 trimmed, 44 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 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: 661.

Hedge Fund Ownership: DFAE

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

Market Analysis: DFAE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAE

-- --

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

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

Signal Freshness measures how much DFAE 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 · 80d ago
DFAE
+21.8%
SPY
+13.9%

DFAE outperformed SPY by +7.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
DFAE
+7.1%
SPY
+0.2%

Since the filing became public, DFAE outperformed SPY by +6.9% .

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 ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 69 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: DFAE
656 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 656 631 3.96%
13F Shares 207M 194M 7.02%
Total Value $6.90B $6.45B 7.1%
New Positions 74 91 -17
Increased Positions 304 279 +25
Closed Positions 49 33 +16
Reduced Positions 188 184 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAE

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Institutional Holders (2026 Q1)

656 + investors

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

QUARTER:
Top 25 DFAE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aquire Wealth Advisors, LLC 9.73% 1,093,683 $37.0M
2 Chico Wealth RIA 9.64% 466,111 $15.8M
3 Morling Financial Advisors, LLC 8.01% 769,272 $26.0M
4 RAM Investment Partners, LLC 7.88% 1,325,462 $44.9M
5 CPA Asset Management Group, LLC 7.77% 683,939 $23.2M
6 First Bancorp, Inc /ME/ 7.48% 444,593 $15.1M
7 Stolz & Associates, Ps 7.12% 274,718 $10.2M
8 Avondale Wealth Management 6.95% 417,883 $14.1M
9 Great Point Wealth Advisors, LLC 6.71% 1,073,678 $36.4M
10 Washington Trust Bank 6.51% 2,606,969 $88.3M
11 Pioneer Wealth Management Group 6.29% 662,686 $22.4M
12 Graver Capital Management, LLC 6.17% 239,699 $8.1M
13 SIMA Wealth Partners, LLC 6.07% 235,507 $8.0M
14 Keyes, Stange & Wooten Wealth Management, LLC 6.06% 401,152 $13.6M
15 Demming Financial Services Corp /Adv 5.98% 243,278 $8.2M
16 GK Wealth Management LLC 5.92% 208,033 $6.8M
17 Financial Alternatives, Inc 5.83% 319,154 $10.8M
18 Creative Capital Management Investments LLC 5.76% 592,892 $20.1M
19 Envision Financial Planning, LLC 5.69% 464,671 $15.7M
20 Sterling Wealth Advisors Inc 5.45% 254,342 $9.6M
21 Thayer Financial, L.L.C. 5.34% 154,636 $5.2M
22 Dwr Wealth Management, LLC 5.28% 174,066 $5.7M
23 Freedom Investment Management, Inc. 5.18% 515,358 $17.5M
24 Colony Family Offices, LLC 5.08% 608,449 $20.6M
25 Root Financial Partners, LLC 5.06% 3,229,392 $109.3M
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 (DFAE)

What does the Smart Money Trend signal show for DFAE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFAE 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 DFAE?

More buyers than sellers — 62% buying: Last quarter: 380 funds were net buyers (74 opened a brand new position + 306 added to an existing one). Only 235 were sellers (191 trimmed + 44 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAE holders?

Smaller funds dominant — 16% AUM from top-100: 17 of 661 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAE?

49% of holders stayed for 2+ years: 324 out of 661 hedge funds have held DFAE 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 (DFAE) following the 2026 Q1 hedge fund 13F filings?

As of today, DFAE has moved +7.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +6.9%. Since the quarter end (March 31, 2026), DFAE has gained +21.8% 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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