Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFAS)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +62
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — DFAS

Based on 777 hedge funds · latest filing: 2025 Q4 · 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
777 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.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+103 new funds entered over the past year (+15% 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

446 buying239 selling
Last quarter: 446 funds were net buyers (101 opened a brand new position + 345 added to an existing one). Only 239 were sellers (200 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+46 vs last Q)

new funds entering per quarter
Funds opening a new DFAS position: 61 → 57 → 55 → 101. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

54% conviction (2yr+) 27% medium 19% new
420 out of 777 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.
📈

Growing discovery — still being found

90 → 61 → 57 → 55 → 101 new funds/Q
New funds entering each quarter: 61 → 57 → 55 → 101. A growing number of institutions are discovering DFAS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 50% of holders stayed 2+ years

50% veterans 19% 1-2yr 30% new
Of 777 current holders: 390 (50%) 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.

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
19 of 777 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: DFAS

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

Market Analysis: DFAS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAS

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 53 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
5.7
/ 10
conviction
Hedge Fund Positioning: DFAS
2026 Q1 Stats Unlock in 18 days 777 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 777 715 8.67%
13F Shares 136M 124M 9.68%
Total Value $9.92B $8.47B 17.03%
New Positions 101 55 +46
Increased Positions 345 306 +39
Closed Positions 39 38 +1
Reduced Positions 200 209 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAS

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Institutional Holders (2026 Q1)

777 + investors

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

Top 25 institutional holders of DFAS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DIXON FNANCIAL SERVICES, INC. 17.80% 557,492 $39.7M
2 Disciplined Equity Management, Inc. 12.49% 349,566 $24.9M
3 Tassel Capital Management, Inc. 10.48% 271,257 $19.3M
4 Stordahl Capital Management, Inc. 10.43% 711,896 $50.6M
5 TCI Wealth Advisors, Inc. 9.80% 2,595,074 $184.6M
6 Allodium Investment Consultants, LLC 9.46% 277,769 $19.8M
7 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9.07% 189,204 $13.5M
8 Mendota Financial Group, LLC 8.80% 166,919 $11.9M
9 Great Waters Wealth Management 8.25% 1,096,574 $78.0M
10 Hurlow Wealth Management Group, Inc. 8.13% 480,193 $34.2M
11 Your Advocates Ltd., LLP 7.52% 346,808 $24.7M
12 Moisand Fitzgerald Tamayo, LLC 7.42% 970,443 $69.0M
13 Guardian Wealth Management, LLC 7.35% 340,536 $24.2M
14 Tilson Financial Group, Inc. 6.59% 308,886 $22.0M
15 First Bancorp, Inc /ME/ 6.26% 177,129 $12.6M
16 DiNuzzo Private Wealth, Inc. 5.64% 735,546 $52.3M
17 DEMMING FINANCIAL SERVICES CORP /ADV 5.64% 109,135 $7.8M
18 Austin Asset Management Co Inc 5.41% 462,691 $32.9M
19 Root Financial Partners, LLC 5.22% 1,586,355 $112.8M
20 Parkwoods Wealth Partners, LLC 5.04% 288,879 $20.5M
21 BUILDER INVESTMENT GROUP INC /ADV 4.87% 315,604 $22.4M
22 RF&L WEALTH MANAGEMENT, LLC 4.84% 90,962 $6.5M
23 JDH Wealth Management, LLC 4.76% 99,256 $7.1M
24 Frankly Finances, LLC 4.76% 73,891 $5.3M
25 Heritage Investment Group, Inc. 4.75% 440,957 $31.4M
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 — 65% buying: Last quarter: 446 funds were net buyers (101 opened a brand new position + 345 added to an existing one). Only 239 were sellers (200 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAS holders?

Strong quality — 20% AUM from major funds: 19 of 777 holders rank in the top 100 by AUM, accounting for 20% 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?

54% of holders stayed for 2+ years: 420 out of 777 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.

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.