Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFAX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +54
Streak
11Q ▲
Buyers last Q
60%

Smart Money Signals — DFAX

Based on 612 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 DFAX 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
612 hedge funds hold DFAX 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 — +25% more funds vs a year ago

fund count last 6Q
+122 new funds entered over the past year (+25% 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

322 buying217 selling
Last quarter: 322 funds were net buyers (86 opened a brand new position + 236 added to an existing one). Only 217 were sellers (185 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+50 vs last Q)

new funds entering per quarter
Funds opening a new DFAX position: 55 → 67 → 36 → 86. 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+) ■ 25% medium ■ 21% new
334 out of 612 hedge funds have held DFAX 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.
➡️

Steady discovery — ~86 new funds/quarter

72 → 55 → 67 → 36 → 86 new funds/Q
New funds entering each quarter: 55 → 67 → 36 → 86. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 15% 1-2yr ■ 32% new
Of 612 current holders: 325 (53%) 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 — 11% AUM from top-100

11% from top-100 AUM funds
19 of 612 holders rank in the top 100 by AUM, but together hold only 11% 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: DFAX

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

Market Analysis: DFAX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAX

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

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 57 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: DFAX
2026 Q1 Stats Unlock in 17 days 612 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 612 558 9.68%
13F Shares 237M 220M 7.88%
Total Value $7.87B $6.91B 13.79%
New Positions 86 36 +50
Increased Positions 236 222 +14
Closed Positions 32 28 +4
Reduced Positions 185 186 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAX

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

612 + investors

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

Top 25 institutional holders of DFAX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DEMMING FINANCIAL SERVICES CORP /ADV 31.75% 1,287,714 $43.7M
2 Tumwater Wealth Management, LLC 29.35% 2,148,190 $73.0M
3 Triune Financial Partners, LLC 29.32% 3,630,000 $123.3M
4 Core Wealth Management, Inc. 24.92% 2,394,043 $81.3M
5 Johnson Wealth Management, LLC 21.77% 1,327,681 $45.1M
6 Warburton Capital Management, LLC 21.59% 1,236,646 $44K
7 Wolfstich Capital, LLC 21.36% 740,511 $24.4M
8 Creative Capital Management Investments LLC 20.97% 2,150,975 $73.1M
9 Trellis Wealth Advisors LLC 20.96% 1,621,272 $55.1M
10 HFM Investment Advisors, LLC 20.45% 1,565,178 $53.2M
11 New Capital Management LP 20.00% 2,387,805 $81.1M
12 ACCREDITED INVESTOR SERVICES, LLC 18.89% 866,264 $29.4M
13 marrick wealth, LLC 18.66% 653,050 $22.2M
14 BAKER BOYER NATIONAL BANK 17.98% 1,762,066 $59.9M
15 Great Waters Wealth Management 17.57% 4,886,852 $166.0M
16 Onyx Financial Advisors, LLC 16.37% 1,160,548 $39.4M
17 Shearwater Capital LLC 16.10% 903,646 $30.7M
18 MASTER'S WEALTH MANAGEMENT INC. 16.05% 1,394,816 $47.4M
19 Strathmore Capital Advisors, Inc. 14.39% 1,401,514 $50.9M
20 Vested Financial Planning, LLC 14.25% 550,554 $18.7M
21 Old Peak Finance LLC 14.13% 712,295 $24.2M
22 ShankerValleau Wealth Advisors, Inc. 12.22% 1,276,502 $43.4M
23 BetterWealth, LLC 12.14% 1,822,328 $61.9M
24 Morton Capital Management LLC/CA 12.09% 2,391,645 $81.2M
25 Tassel Capital Management, Inc. 10.02% 543,183 $18.5M
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 (DFAX)

What does the Smart Money Trend signal show for DFAX?

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

More buyers than sellers — 60% buying: Last quarter: 322 funds were net buyers (86 opened a brand new position + 236 added to an existing one). Only 217 were sellers (185 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAX holders?

Smaller funds dominant — 11% AUM from top-100: 19 of 612 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAX?

55% of holders stayed for 2+ years: 334 out of 612 hedge funds have held DFAX 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.