Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFAU)

508 + 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
↑ +49
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — DFAU

Based on 508 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 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
508 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
+91 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 — 62% buying

288 buying176 selling
Last quarter: 288 funds were net buyers (72 opened a brand new position + 216 added to an existing one). Only 176 were sellers (153 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new DFAU position: 36 → 42 → 31 → 72. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
281 out of 508 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.
📈

Growing discovery — still being found

65 → 36 → 42 → 31 → 72 new funds/Q
New funds entering each quarter: 36 → 42 → 31 → 72. A growing number of institutions are discovering DFAU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 16% 1-2yr ■ 33% new
Of 508 current holders: 257 (51%) 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 — 3% AUM from top-100

3% from top-100 AUM funds
13 of 508 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.
3.8
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.

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

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

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 60 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: DFAU
2026 Q1 Stats Unlock in 18 days 508 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 508 459 10.68%
13F Shares 149M 135M 10.26%
Total Value $6.98B $6.18B 12.86%
New Positions 72 31 +41
Increased Positions 216 196 +20
Closed Positions 23 24 -1
Reduced Positions 153 159 -6
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAU

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

508 + investors

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

Top 25 institutional holders of DFAU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aquire Wealth Advisors, LLC 40.53% 3,418,428 $154.2M
2 Kooman & Associates 38.62% 2,870,941 $129.5M
3 Sterling Wealth Advisors Inc 30.61% 1,093,723 $53.7M
4 Blankinship & Foster, LLC 26.16% 2,622,490 $118.3M
5 Spinnaker Investment Group, LLC 21.13% 2,299,502 $103.8M
6 Pioneer Wealth Management Group 20.64% 1,630,612 $73.6M
7 55 North Private Wealth, LLC 19.41% 1,680,166 $75.8M
8 Valued Wealth Advisors LLC 17.58% 961,297 $43.4M
9 Yardley Wealth Management LLC 16.47% 712,444 $32.1M
10 RVW Wealth, LLC 16.27% 4,630,535 $208.9M
11 Essential Planning, LLC. 16.25% 1,132,361 $51.1M
12 Amicus Financial Advisors, LLC 15.79% 1,270,608 $57.3M
13 Financial Connections Group, Inc. 15.11% 962,980 $43K
14 Spectrum Investment Advisors, Inc. 14.49% 646,425 $29.2M
15 Kure Advisory, LLC 14.45% 588,013 $26.5M
16 Keystone Financial Group, Inc. 14.22% 606,337 $27.4M
17 ACT Advisors, LLC. 13.68% 713,055 $32.2M
18 Physician Wealth Solutions Inc. 13.33% 713,763 $32.2M
19 North Capital, Inc. 11.63% 304,416 $13.7M
20 Austin Wealth Management, LLC 11.53% 1,110,841 $50.8M
21 Arista Wealth Management, LLC 11.36% 2,068,805 $93.3M
22 Shira Ridge Wealth Management 10.08% 564,321 $25.5M
23 Highland Financial Advisors, LLC 9.65% 810,253 $36.6M
24 Tassel Capital Management, Inc. 9.63% 392,955 $17.7M
25 First Financial Group Corp 9.27% 251,728 $11.4M
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 (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?

More buyers than sellers — 62% buying: Last quarter: 288 funds were net buyers (72 opened a brand new position + 216 added to an existing one). Only 176 were sellers (153 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAU holders?

Smaller funds dominant — 3% AUM from top-100: 13 of 508 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?

55% of holders stayed for 2+ years: 281 out of 508 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.

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.