Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +33
Streak
11Q ▲
Buyers last Q
56%

Smart Money Signals — DFAU

Based on 600 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 DFAU 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
600 hedge funds hold DFAU 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
+109 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.
🟡

Slight buying edge — 56% buying

306 buying238 selling
Last quarter: 306 funds bought or added vs 238 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.
➡️

Steady new buyers — ~59 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 32 → 84 → 57 → 59. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 25% medium ■ 24% new
310 out of 600 hedge funds have held DFAU 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.
💎

Buying through price weakness — shares +182%, value +26%

Value
+25%
Shares
+181%
Last quarter: funds added +182% more shares while total portfolio value only changed +26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~59 new funds/quarter

48 → 32 → 84 → 57 → 59 new funds/Q
New funds entering each quarter: 32 → 84 → 57 → 59. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 51% veterans vs 30% newcomers

■ 51% veterans ■ 19% 1-2yr ■ 30% new
Entry-cohort mix of 600 holders: 308 (51%) are 2+ year veterans, 115 entered 1–2 years ago, and 177 (30%) 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
23 of 600 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 — DFAU

In 2026 Q2, 306 hedge funds were net buyers of DFAU (59 opened a new position, 247 added to an existing one), while 238 reduced or exited (212 trimmed, 26 sold completely) — a 56% 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: +33 funds (more new holders than closures). Total institutional holders: 600.

Hedge Fund Ownership: DFAU

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

Market Analysis: DFAU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAU

-- --

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

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

Signal Freshness measures how much DFAU has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 81d ago
DFAU
+1.7%
SPY
+2.1%

DFAU outperformed SPY by -0.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
DFAU
-2.3%
SPY
-1.8%

Since the filing became public, DFAU outperformed SPY by -0.5% .

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.

11 top-rated funds 84 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: DFAU
597 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 597 567 5.29%
13F Shares 466M 165M 181.83%
Total Value $9.20B $7.33B 25.54%
New Positions 57 57 -
Increased Positions 246 264 -18
Closed Positions 27 48 -21
Reduced Positions 212 171 +41
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAU

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Institutional Holders (2026 Q2)

597 + investors

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

QUARTER:
Top 25 DFAU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pandowealth. LLC 46.11% 1,413,681 $51.0M
2 Aquire Wealth Advisors, LLC 42.81% 3,613,432 $186.8M
3 Kooman & Associates 39.76% 2,864,477 $148.1M
4 Mars Jewett Financial Group, INC. 34.10% 3,259,597 $168.5M
5 Sterling Wealth Advisors Inc 31.77% 1,130,815 $58.5M
6 Blankinship & Foster, LLC 26.94% 2,582,272 $133.5M
7 M Wealth Management, LLC 24.20% 596,038 $30.8M
8 Note Advisors, LLC 23.77% 1,060,382 $54.8M
9 Spinnaker Investment Group, LLC 21.91% 2,645,051 $136.7M
10 Pioneer Wealth Management Group 21.51% 1,722,295 $89.0M
11 Two West Capital Advisors LLC 20.18% 790,439 $40.6M
12 55 North Private Wealth, LLC 18.28% 1,796,907 $92.9M
13 Valued Wealth Advisors LLC 18.03% 959,941 $49.6M
14 Curio Wealth, LLC 17.77% 1,108,237 $57.3M
15 Yardley Wealth Management LLC 17.18% 731,553 $37.8M
16 Keystone Financial Group, Inc. 16.85% 620,943 $32.1M
17 RVW Wealth, LLC 16.42% 4,825,000 $249.4M
18 Essential Planning, LLC. 15.74% 1,077,468 $55.7M
19 Kure Advisory, LLC 15.45% 630,484 $32.6M
20 Amicus Financial Advisors, LLC 14.92% 1,175,114 $60.7M
21 Physician Wealth Solutions Inc. 14.41% 735,418 $38.0M
22 ACT Advisors, LLC. 14.01% 815,514 $42.2M
23 Hill Island Financial LLC 14.01% 1,270,580 $65.7M
24 WPWealth LLP 14.01% 1,826,859 $94.4M
25 Alpha Financial Advisors, LLC 13.39% 990,171 $51.2M
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 (DFAU)

What does the Smart Money Trend signal show for DFAU?

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

Slight buying edge — 56% buying: Last quarter: 306 funds bought or added vs 238 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 DFAU holders?

Smaller funds dominant — 3% AUM from top-100: 23 of 600 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 DFAU?

52% of holders stayed for 2+ years: 310 out of 600 hedge funds have held DFAU 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 (DFAU) following the 2026 Q2 hedge fund 13F filings?

As of today, DFAU has moved -2.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (June 30, 2026), DFAU has gained +1.7% vs +2.1% 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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