Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFCF)

408 + 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
↑ +40
Streak
2Q ▲
Buyers last Q
76%

Smart Money Signals — DFCF

Based on 408 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
408 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.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 76% buying

310 buying100 selling
Last quarter: 310 funds were net buyers (66 opened a brand new position + 244 added to an existing one). Only 100 were sellers (74 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new DFCF position: 36 → 32 → 38 → 66. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 31% medium ■ 23% new
191 out of 408 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.
🚀

Acceleration phase — new buyers rushing in

68 → 36 → 32 → 38 → 66 new funds/Q
New funds entering each quarter: 36 → 32 → 38 → 66. 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.
📊

Mixed cohorts — 39% veterans, 36% new entrants

■ 39% veterans ■ 25% 1-2yr ■ 36% new
Of 408 current holders: 161 (39%) held 2+ years, 101 held 1–2 years, 146 (36%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
11 of 408 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: 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

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

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 57 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: DFCF
2026 Q1 Stats Unlock in 19 days 408 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 408 368 10.87%
13F Shares 143M 124M 15.15%
Total Value $6.09B $5.62B 8.35%
New Positions 66 38 +28
Increased Positions 244 217 +27
Closed Positions 26 25 +1
Reduced Positions 74 83 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFCF

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

408 + investors

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

Top 25 institutional holders of DFCF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HEFFERNAN ADVISORY, INC 45.89% 1,171,565 $49.5M
2 Core Wealth Management, Inc. 22.92% 1,771,320 $74.8M
3 Petersen Hastings Wealth Advisors Inc. 17.68% 4,571,337 $193.0M
4 Creative Capital Management Investments LLC 16.66% 1,374,891 $58.0M
5 Tassel Capital Management, Inc. 15.56% 678,253 $28.6M
6 Great Waters Wealth Management 15.51% 3,471,448 $146.6M
7 Strathmore Capital Advisors, Inc. 14.43% 1,203,591 $51.1M
8 Hiley Hunt Wealth Management 13.37% 717,971 $30.3M
9 BCO Wealth Management LLC 13.09% 516,253 $21.8M
10 HFM Investment Advisors, LLC 12.80% 788,499 $33.3M
11 Tencap Wealth Coaching, LLC 12.58% 790,708 $33.4M
12 DiNuzzo Private Wealth, Inc. 11.47% 2,521,571 $106.5M
13 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 11.12% 390,925 $16.5M
14 True Link Financial Advisors, LLC 11.12% 4,264,532 $180.0M
15 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 10.26% 1,541,722 $65.1M
16 Kane Co Wealth Management, Inc. 10.17% 285,716 $12.1M
17 BCR Wealth Strategies, LLC 9.94% 751,104 $32K
18 Graver Capital Management, LLC 9.69% 302,175 $12.8M
19 Physician Wealth Solutions Inc. 9.14% 522,702 $22.1M
20 RCS Financial Planning, LLC 9.03% 412,228 $17.4M
21 Verisail Partners, LLC 8.99% 524,811 $22.2M
22 Aurelius Family Office LLC 8.83% 481,164 $20.3M
23 RIVERCHASE WEALTH MANAGEMENT, LLC 8.68% 394,689 $16.7M
24 Elser Financial Planning, Inc 8.62% 4,200,025 $177.7M
25 Aspen Capital Management, LLC 8.60% 823,112 $34.8M
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 — 2 quarters in a row: For 2 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 — 76% buying: Last quarter: 310 funds were net buyers (66 opened a brand new position + 244 added to an existing one). Only 100 were sellers (74 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFCF holders?

Smaller funds dominant — 3% AUM from top-100: 11 of 408 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 DFCF?

47% of holders stayed for 2+ years: 191 out of 408 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.