Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAR)

300 + 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
↑ +13
Streak
3Q ▲
Buyers last Q
65%

Smart Money Signals — DFAR

Based on 302 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
302 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+48 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

179 buying95 selling
Last quarter: 179 funds were net buyers (32 opened a brand new position + 147 added to an existing one). Only 95 were sellers (76 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 42 → 32 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 28% medium ■ 25% new
142 out of 302 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.
➡️

Steady discovery — ~32 new funds/quarter

37 → 17 → 42 → 32 → 32 new funds/Q
New funds entering each quarter: 17 → 42 → 32 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 47% veterans vs 32% newcomers

■ 47% veterans ■ 21% 1-2yr ■ 32% new
Entry-cohort mix of 303 holders: 141 (47%) are 2+ year veterans, 64 entered 1–2 years ago, and 98 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
15 of 300 holders rank in the top 100 by AUM, but together hold only 3% 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 Q2, 179 hedge funds were net buyers of DFAR (32 opened a new position, 147 added to an existing one), while 95 reduced or exited (76 trimmed, 19 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 302.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 21 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFAR
300 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 300 289 3.81%
13F Shares 57M 50M 13.2%
Total Value $1.45B $1.17B 24.52%
New Positions 32 32 -
Increased Positions 147 146 +1
Closed Positions 19 23 -4
Reduced Positions 76 68 +8
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 Q2)

300 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fidato Wealth LLC 8.31% 543,699 $14.2M
2 Elwood & Goetz Wealth Advisory Group, LLC 6.95% 1,795,268 $47.0M
3 North Berkeley Wealth Management, LLC 6.27% 592,931 $15.5M
4 Great Oak Capital Partners, LLC 6.20% 1,081,514 $28.7M
5 RAM Investment Partners, LLC 6.10% 1,456,821 $38.1M
6 Pinney & Scofield, INC. 5.62% 439,581 $11.5M
7 Pillar Financial Advisors, LLC 4.96% 362,169 $9.5M
8 Vannoy Advisory Group, Inc. 4.18% 282,604 $7.4M
9 Onyx Financial Advisors, LLC 4.16% 441,767 $11.6M
10 Seneschal Advisors, LLC 3.88% 216,478 $5.7M
11 Professional Financial Solutions LLC /Adv 3.76% 184,840 $4.8M
12 Moisand Fitzgerald Tamayo, LLC 3.72% 1,455,484 $38.1M
13 Core Wealth Management, Inc. 3.71% 504,582 $13.2M
14 Rather & Kittrell, Inc. 3.69% 1,008,922 $26.4M
15 United Wealth Management, LLC 3.53% 600,451 $15.7M
16 Financial Harvest, LLC 3.47% 320,415 $8.4M
17 Wealth Dimensions Group, Ltd. 3.36% 717,843 $18.8M
18 Oceanside Advisors LLC 3.26% 247,176 $6.5M
19 Timonier Family Office, LTD. 3.06% 414,263 $10.8M
20 Crestmont Private Wealth LLC 2.87% 390,810 $10.2M
21 Bannerman Wealth Management Group, LLC 2.51% 164,429 $4.3M
22 Curio Wealth, LLC 2.44% 300,258 $7.9M
23 Arcadia Wealth Management, Inc. 2.42% 193,909 $5.1M
24 Grand Wealth Management, LLC 2.39% 218,910 $5.7M
25 Root Financial Partners, LLC 2.36% 2,326,002 $60.8M
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 — 3 quarters in a row: For 3 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 — 65% buying: Last quarter: 179 funds were net buyers (32 opened a brand new position + 147 added to an existing one). Only 95 were sellers (76 trimmed + 19 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAR holders?

Smaller funds dominant — 3% AUM from top-100: 15 of 300 holders rank in the top 100 by AUM, but together hold only 3% 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: 142 out of 302 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.

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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