Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAU)

561 + 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
↑ +11
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — DFAU

Based on 567 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 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
567 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
+104 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

321 buying217 selling
Last quarter: 321 funds were net buyers (57 opened a brand new position + 264 added to an existing one). Only 217 were sellers (171 trimmed + 46 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-27 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 47 → 32 → 84 → 57. 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.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 22% new
298 out of 567 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.
🚀

Acceleration phase — new buyers rushing in

41 → 47 → 32 → 84 → 57 new funds/Q
New funds entering each quarter: 47 → 32 → 84 → 57. 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.
🏛️

Veteran-anchored — 52% veterans vs 30% newcomers

■ 52% veterans ■ 18% 1-2yr ■ 30% new
Entry-cohort mix of 567 holders: 294 (52%) are 2+ year veterans, 102 entered 1–2 years ago, and 171 (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
16 of 567 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 Q1, 321 hedge funds were net buyers of DFAU (57 opened a new position, 264 added to an existing one), while 217 reduced or exited (171 trimmed, 46 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 567.

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 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 · 79d ago
DFAU
+14.9%
SPY
+13.9%

DFAU outperformed SPY by +1.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DFAU
+2.3%
SPY
+0.2%

Since the filing became public, DFAU outperformed SPY by +2.1% .

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 77 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: DFAU
561 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 561 556 0.9%
13F Shares 165M 159M 3.4%
Total Value $7.31B $7.45B -1.8%
New Positions 55 84 -29
Increased Positions 262 232 +30
Closed Positions 50 23 +27
Reduced Positions 169 166 +3
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAU

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Institutional Holders (2026 Q1)

561 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Mars Jewett Financial Group, INC. 44.57% 3,117,907 $140.7M
2 Aquire Wealth Advisors, LLC 40.53% 3,418,428 $154.2M
3 Kooman & Associates 38.62% 2,870,941 $129.5M
4 Sterling Wealth Advisors Inc 30.61% 1,093,723 $53.7M
5 Blankinship & Foster, LLC 26.16% 2,622,490 $118.3M
6 M Wealth Management, LLC 23.46% 617,665 $27.9M
7 Spinnaker Investment Group, LLC 21.13% 2,299,502 $103.8M
8 Note Advisors, LLC 21.13% 937,081 $42.3M
9 Pioneer Wealth Management Group 20.64% 1,630,612 $73.6M
10 Two West Capital Advisors LLC 20.60% 791,906 $38.9M
11 55 North Private Wealth, LLC 19.41% 1,680,166 $75.8M
12 Valued Wealth Advisors LLC 17.58% 961,297 $43.4M
13 Yardley Wealth Management LLC 16.47% 712,444 $32.1M
14 RVW Wealth, LLC 16.27% 4,630,535 $208.9M
15 Essential Planning, LLC. 16.25% 1,132,361 $51.1M
16 Curio Wealth, LLC 16.21% 1,051,049 $47.4M
17 Amicus Financial Advisors, LLC 15.79% 1,270,608 $57.3M
18 Spectrum Investment Advisors, Inc. 14.49% 646,425 $29.2M
19 Kure Advisory, LLC 14.45% 588,013 $26.5M
20 Keystone Financial Group, Inc. 14.22% 606,337 $27.4M
21 Hill Island Financial LLC 13.82% 1,260,926 $56.9M
22 ACT Advisors, LLC. 13.68% 713,055 $32.2M
23 Physician Wealth Solutions Inc. 13.33% 713,763 $32.2M
24 Alpha Financial Advisors, LLC 13.16% 952,081 $43.0M
25 WPWealth LLP 12.84% 1,862,102 $84.0M
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 — 60% buying: Last quarter: 321 funds were net buyers (57 opened a brand new position + 264 added to an existing one). Only 217 were sellers (171 trimmed + 46 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: 16 of 567 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?

53% of holders stayed for 2+ years: 298 out of 567 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 Q1 hedge fund 13F filings?

As of today, DFAU has moved +2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), DFAU has gained +14.9% vs +13.9% 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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