Dimensional ETF Trust (DFAS) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Dimensional ETF Trust (DFAS) following the 2026 Q2 hedge fund 13F filings?

As of today, DFAS has moved -6.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -8.3%. Since the quarter end (June 30, 2026), DFAS gained -4.5% vs +5.8% 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.

Dimensional ETF Trust (DFAS)

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

Smart Money Signals — DFAS

Based on 916 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added DFAS 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

916 hedge funds hold DFAS 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 — +22% more funds vs a year ago

fund count last 6Q

+163 new funds entered over the past year (+22% 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 — 60% buying

485 buying318 selling

Last quarter: 485 funds were net buyers (85 opened a brand new position + 400 added to an existing one). Only 318 were sellers (276 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~85 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 61 → 117 → 83 → 85. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new

488 out of 916 hedge funds have held DFAS 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.

💰

Value +26% but shares only +11% — price-driven

Value

+26%

+10%

Last quarter: the total dollar value of institutional holdings rose +26%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

➡️

Steady discovery — ~85 new funds/quarter

68 → 61 → 117 → 83 → 85 new funds/Q

New funds entering each quarter: 61 → 117 → 83 → 85. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 53% veterans vs 27% newcomers

■ 53% veterans ■ 19% 1-2yr ■ 27% new

Entry-cohort mix of 916 holders: 488 (53%) are 2+ year veterans, 177 entered 1–2 years ago, and 251 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds

25 of 916 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	908	873	4.01%
13F Shares	161M	147M	9.63%
Total Value	$12.85B	$10.28B	25.02%
New Positions	82	83	-1
Increased Positions	398	390	+8
Closed Positions	47	54	-7
Reduced Positions	274	253	+21
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

908

873

4.01%

13F Shares

161M

147M

9.63%

Total Value

$12.85B

$10.28B

25.02%

New Positions

-1

Increased Positions

398

390

Closed Positions

-7

Reduced Positions

274

253

+21

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

908 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DFAS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Richard Young Associates, Ltd.	25.38%	463,838	$38.2M
2	Premier Financial Group	19.51%	1,178,528	$97.0M
3	Index Fund Advisors, Inc.	19.25%	5,887,790	$484.8M
4	Dixon Fnancial Services, INC.	18.47%	553,678	$45.6M
5	Heritage Wealth Management, Inc./Texas	13.52%	426,641	$35.1M
6	Disciplined Equity Management, Inc.	13.34%	365,926	$30.1M
7	Sentinel Wealth Management, INC.	13.03%	224,550	$18.5M
8	Pillar Financial Advisors, LLC	12.48%	289,794	$23.9M
9	Pinney & Scofield, INC.	11.71%	290,953	$24.0M
10	Stordahl Capital Management, Inc.	10.92%	724,321	$59.6M
11	Acorn Creek Capital LLC	10.79%	392,045	$32.3M
12	Broadhurst Jeffrey B	10.25%	58,515	$4.8M
13	TCI Wealth Advisors, Inc.	10.05%	2,820,974	$232.3M
14	Tassel Capital Management, Inc.	9.66%	250,557	$20.6M
15	Allodium Investment Consultants, LLC	9.47%	270,820	$22.3M
16	Mendota Financial Group, LLC	9.38%	183,808	$15.1M
17	Bannerman Wealth Management Group, LLC	9.22%	191,912	$15.8M
18	Professional Financial Solutions LLC /Adv	9.03%	141,095	$11.6M
19	Great Waters Wealth Management	8.77%	1,150,130	$94.7M
20	Hurlow Wealth Management Group, Inc.	8.64%	504,189	$41.5M
21	Your Advocates Ltd., LLP	8.18%	347,763	$28.6M
22	Moisand Fitzgerald Tamayo, LLC	7.88%	979,623	$80.7M
23	Three Arch Wealth Management LLC	7.86%	622,027	$51.2M
24	Guardian Wealth Management, LLC	7.81%	338,393	$27.9M
25	Root Financial Partners, LLC	7.45%	2,329,592	$191.8M

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 (DFAS)

What does the Smart Money Trend signal show for DFAS?

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

More buyers than sellers — 60% buying: Last quarter: 485 funds were net buyers (85 opened a brand new position + 400 added to an existing one). Only 318 were sellers (276 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAS holders?

Strong quality — 34% AUM from major funds: 25 of 916 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DFAS?

53% of holders stayed for 2+ years: 488 out of 916 hedge funds have held DFAS 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 (DFAS) following the 2026 Q2 hedge fund 13F filings?

As of today, DFAS has moved -6.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to +1.6% for the SPY sector ETF — an outperformance of -8.3%. Since the quarter end (June 30, 2026), DFAS has gained -4.5% vs +5.8% 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.

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Dimensional ETF Trust (DFAS)

Smart Money Signals — DFAS

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +22% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~85 new funds per quarter

53% of holders stayed for 2+ years

Value +26% but shares only +11% — price-driven

Steady discovery — ~85 new funds/quarter

Veteran-anchored — 53% veterans vs 27% newcomers

Strong quality — 34% AUM from major funds

Institutional Sentiment Summary — DFAS

Hedge Fund Ownership: DFAS

Market Analysis: DFAS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFAS

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

Hedge Fund Positioning: DFAS

Statistics: DFAS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFAS)

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