Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFAT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — DFAT

Based on 812 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 DFAT 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
812 hedge funds hold DFAT 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 — +17% more funds vs a year ago

fund count last 6Q
+120 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

367 buying300 selling
Last quarter: 367 funds bought or added vs 300 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-24 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 55 → 54 → 99 → 75. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
454 out of 812 hedge funds have held DFAT 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.
🚀

Acceleration phase — new buyers rushing in

55 → 55 → 54 → 99 → 75 new funds/Q
New funds entering each quarter: 55 → 54 → 99 → 75. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 18% 1-2yr ■ 27% new
Of 812 current holders: 448 (55%) 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.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
20 of 812 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — DFAT

In 2026 Q1, 367 hedge funds were net buyers of DFAT (75 opened a new position, 292 added to an existing one), while 300 reduced or exited (261 trimmed, 39 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +36 funds (more new holders than closures). Total institutional holders: 812.

Hedge Fund Ownership: DFAT

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

Market Analysis: DFAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAT

-- --

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

Is It Too Late to Buy DIMENSIONAL ETF TRUST (DFAT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DFAT 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 · 67d ago
DFAT
+8.5%
SPY
+15.7%

DFAT outperformed SPY by -7.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 22d ago
DFAT
+2.8%
SPY
+1.8%

Since the filing became public, DFAT outperformed SPY by +1.0% .

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.

22 top-rated funds 92 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: DFAT
804 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 804 776 3.61%
13F Shares 163M 164M -0.81%
Total Value $10.06B $9.95B 1.05%
New Positions 72 99 -27
Increased Positions 291 263 +28
Closed Positions 44 37 +7
Reduced Positions 260 243 +17
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAT

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Institutional Holders (2026 Q1)

804 + investors

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

QUARTER:
Top 25 institutional holders of DFAT — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard Young Associates, Ltd. 26.51% 558,976 $34.9M
2 NorthAvenue LLC 22.01% 446,623 $26.6M
3 GREAT OAK CAPITAL PARTNERS, LLC 21.56% 1,432,301 $92.7M
4 BAYSHORE ASSET MANAGEMENT, LLC 20.78% 835,709 $52.2M
5 Sensible Money, LLC 20.30% 1,068,341 $66.7M
6 Kilner Capital Advisors, LLC 19.04% 318,180 $19.9M
7 Financial Harvest, LLC 18.67% 507,634 $31.7M
8 Trust Co of the South 17.98% 1,790,490 $111.8M
9 Index Fund Advisors, Inc. 17.94% 6,383,799 $398.7M
10 Team Hewins, LLC 17.08% 920,291 $57.5M
11 JACKSON THORNTON WEALTH MANAGEMENT, LLC 16.51% 2,840,246 $183.5M
12 Tumwater Wealth Management, LLC 15.79% 628,735 $39.3M
13 Babb Wealth Advisors LLC 14.96% 438,199 $27.4M
14 Parkwoods Wealth Partners, LLC 13.97% 912,352 $57.0M
15 RF&L WEALTH MANAGEMENT, LLC 13.55% 289,809 $18.1M
16 PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 13.11% 236,033 $14.7M
17 Disciplined Equity Management, Inc. 13.00% 414,170 $25.9M
18 Premier Financial Group 12.74% 1,186,639 $74.8M
19 Lauterbach Financial Advisors, LLC 11.88% 389,508 $24.3M
20 Graver Capital Management, LLC 11.69% 246,466 $15.4M
21 Meritas Wealth Management, LLC 11.44% 405,032 $25.3M
22 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 11.12% 310,500 $19.4M
23 Asset Dedication, LLC 11.11% 2,540,234 $158.6M
24 JDH Wealth Management, LLC 9.39% 222,944 $13.9M
25 Forum Financial Management, LP 9.14% 10,349,578 $646.3M
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 (DFAT)

What does the Smart Money Trend signal show for DFAT?

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

Slight buying edge — 55% buying: Last quarter: 367 funds bought or added vs 300 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DFAT holders?

Smaller funds dominant — 12% AUM from top-100: 20 of 812 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAT?

56% of holders stayed for 2+ years: 454 out of 812 hedge funds have held DFAT 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 (DFAT) following the 2026 Q1 hedge fund 13F filings?

As of today, DFAT has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.8% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), DFAT has gained +8.5% vs +15.7% 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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