Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFCF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
4Q ▲
Buyers last Q
77%

Smart Money Signals — DFCF

Based on 511 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added DFCF 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
511 hedge funds hold DFCF 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 — +30% more funds vs a year ago

fund count last 6Q
+119 new funds entered over the past year (+30% 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 — 77% buying

383 buying116 selling
Last quarter: 383 funds were net buyers (62 opened a brand new position + 321 added to an existing one). Only 116 were sellers (86 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~62 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 41 → 79 → 63 → 62. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 29% medium ■ 28% new
221 out of 511 hedge funds have held DFCF 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.
💰

Value +76% but shares only +28% — price-driven

Value
+76%
Shares
+27%
Last quarter: the total dollar value of institutional holdings rose +76%, but actual share count only changed +28%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~62 new funds/quarter

36 → 41 → 79 → 63 → 62 new funds/Q
New funds entering each quarter: 41 → 79 → 63 → 62. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 32% newcomers

■ 43% veterans ■ 25% 1-2yr ■ 32% new
Entry-cohort mix of 511 holders: 221 (43%) are 2+ year veterans, 126 entered 1–2 years ago, and 164 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
19 of 510 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — DFCF

In 2026 Q2, 383 hedge funds were net buyers of DFCF (62 opened a new position, 321 added to an existing one), while 116 reduced or exited (86 trimmed, 30 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 511.

Hedge Fund Ownership: DFCF

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

Market Analysis: DFCF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFCF

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 86 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFCF
504 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 504 479 5.22%
13F Shares 226M 178M 27.39%
Total Value $12.80B $7.27B 76.06%
New Positions 59 63 -4
Increased Positions 318 289 +29
Closed Positions 33 38 -5
Reduced Positions 86 99 -13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFCF

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Institutional Holders (2026 Q2)

504 + investors

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

QUARTER:
Top 25 DFCF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heffernan Advisory, Inc 40.58% 1,148,842 $48.5M
2 Core Wealth Management, Inc. 22.35% 1,884,045 $79.5M
3 Petersen Hastings Wealth Advisors Inc. 17.42% 4,918,874 $207.6M
4 Great Waters Wealth Management 14.99% 3,833,555 $161.8M
5 Creative Capital Management Investments LLC 14.56% 1,495,183 $63.1M
6 Strathmore Capital Advisors, Inc. 14.06% 1,254,034 $52.2M
7 Wheels Up Wealth, Inc. 13.92% 388,885 $16.4M
8 WPWealth LLP 12.90% 2,059,749 $86.9M
9 Hiley Hunt Wealth Management 12.63% 757,059 $32.0M
10 Tassel Capital Management, Inc. 12.38% 626,620 $26.4M
11 BCO Wealth Management LLC 12.21% 530,572 $22.4M
12 HFM Investment Advisors, LLC 11.94% 806,725 $34.1M
13 Truepoint, Inc. 11.87% 13,477,146 $568.9M
14 DiNuzzo Private Wealth, Inc. 11.51% 2,757,601 $116.4M
15 Tencap Wealth Coaching, LLC 11.39% 850,105 $35.9M
16 Bannerman Wealth Management Group, LLC 11.03% 447,697 $18.9M
17 Parkshore Wealth Management, Inc. 10.89% 898,068 $37.9M
18 Wolfstich Capital, LLC 10.87% 333,767 $14.1M
19 Note Advisors, LLC 10.60% 579,174 $24.4M
20 Momentous Wealth Management, Inc. 10.57% 488,859 $20.6M
21 Kane Co Wealth Management, Inc. 10.30% 321,704 $13.6M
22 Babb Wealth Advisors LLC 10.22% 502,526 $21.2M
23 Rather & Kittrell, Inc. 10.15% 1,719,977 $72.6M
24 Market Street Wealth Management Advisors LLC 9.56% 1,592,020 $67.2M
25 Graver Capital Management, LLC 8.80% 292,786 $12.4M
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 (DFCF)

What does the Smart Money Trend signal show for DFCF?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added DFCF 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 DFCF?

More buyers than sellers — 77% buying: Last quarter: 383 funds were net buyers (62 opened a brand new position + 321 added to an existing one). Only 116 were sellers (86 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFCF holders?

Smaller funds dominant — 2% AUM from top-100: 19 of 510 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFCF?

43% of holders stayed for 2+ years: 221 out of 511 hedge funds have held DFCF 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.

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