Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAR)

287 + Investors. Track Smart Money conviction in DFAR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — DFAR

Based on 289 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DFAR 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
289 hedge funds hold DFAR 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 — +24% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+24% 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 — 66% buying

178 buying90 selling
Last quarter: 178 funds were net buyers (32 opened a brand new position + 146 added to an existing one). Only 90 were sellers (68 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 17 → 42 → 32. 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.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 29% medium ■ 24% new
135 out of 289 hedge funds have held DFAR 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

24 → 36 → 17 → 42 → 32 new funds/Q
New funds entering each quarter: 36 → 17 → 42 → 32. A growing number of institutions are discovering DFAR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 46% veterans vs 34% newcomers

■ 46% veterans ■ 20% 1-2yr ■ 34% new
Entry-cohort mix of 291 holders: 134 (46%) are 2+ year veterans, 57 entered 1–2 years ago, and 100 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
13 of 287 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — DFAR

In 2026 Q1, 178 hedge funds were net buyers of DFAR (32 opened a new position, 146 added to an existing one), while 90 reduced or exited (68 trimmed, 22 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 289.

Hedge Fund Ownership: DFAR

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

Market Analysis: DFAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAR

-- --

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

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

Signal Freshness measures how much DFAR 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 · 77d ago
DFAR
+11.8%
SPY
+15.9%

DFAR outperformed SPY by -4.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
DFAR
+4.3%
SPY
+2.0%

Since the filing became public, DFAR outperformed SPY by +2.3% .

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.

6 top-rated funds 21 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: DFAR
287 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 287 279 2.87%
13F Shares 50M 47M 6.18%
Total Value $1.17B $1.08B 8.03%
New Positions 32 42 -10
Increased Positions 144 128 +16
Closed Positions 24 14 +10
Reduced Positions 68 70 -2
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: DFAR

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Institutional Holders (2026 Q1)

287 + investors

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

QUARTER:
Top 25 DFAR holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elwood & Goetz Wealth Advisory Group, LLC 10.15% 2,529,398 $59.8M
2 Fidato Wealth LLC 8.18% 532,481 $12.6M
3 Great Oak Capital Partners, LLC 6.04% 1,055,675 $25.9M
4 RAM Investment Partners, LLC 5.93% 1,427,781 $33.8M
5 Pinney & Scofield, INC. 5.50% 431,323 $10.2M
6 North Berkeley Wealth Management, LLC 5.27% 421,217 $10.0M
7 Pillar Financial Advisors, LLC 4.88% 353,086 $8.4M
8 Vannoy Advisory Group, Inc. 4.23% 282,335 $6.7M
9 Financial Harvest, LLC 4.10% 294,265 $7.0M
10 Onyx Financial Advisors, LLC 4.06% 413,239 $9.8M
11 Seneschal Advisors, LLC 3.74% 213,255 $5.0M
12 Moisand Fitzgerald Tamayo, LLC 3.67% 1,444,596 $34.2M
13 Rather & Kittrell, Inc. 3.67% 1,004,907 $23.8M
14 Core Wealth Management, Inc. 3.52% 485,351 $11.5M
15 United Wealth Management, LLC 3.50% 594,705 $14.1M
16 Professional Financial Solutions LLC /Adv 3.49% 165,929 $3.9M
17 Wealth Dimensions Group, Ltd. 3.28% 703,935 $16.6M
18 Oceanside Advisors LLC 3.17% 235,198 $5.6M
19 Crestmont Private Wealth LLC 2.53% 339,149 $8.0M
20 Bannerman Wealth Management Group, LLC 2.52% 157,826 $3.7M
21 Arcadia Wealth Management, Inc. 2.36% 184,485 $4.4M
22 Root Financial Partners, LLC 2.32% 2,117,477 $50.1M
23 Curio Wealth, LLC 2.30% 284,799 $6.7M
24 Grand Wealth Management, LLC 2.27% 204,225 $4.8M
25 Burton Enright Welch 2.24% 698,117 $16.5M
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 (DFAR)

What does the Smart Money Trend signal show for DFAR?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DFAR 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 DFAR?

More buyers than sellers — 66% buying: Last quarter: 178 funds were net buyers (32 opened a brand new position + 146 added to an existing one). Only 90 were sellers (68 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAR holders?

Smaller funds dominant — 2% AUM from top-100: 13 of 287 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAR?

47% of holders stayed for 2+ years: 135 out of 289 hedge funds have held DFAR 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 (DFAR) following the 2026 Q1 hedge fund 13F filings?

As of today, DFAR has moved +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (March 31, 2026), DFAR has gained +11.8% vs +15.9% 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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