Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
11Q ▲
Buyers last Q
69%

Smart Money Signals — DFEM

Based on 477 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 DFEM 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
477 hedge funds hold DFEM 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 — +28% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+28% 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 — 69% buying

329 buying145 selling
Last quarter: 329 funds were net buyers (69 opened a brand new position + 260 added to an existing one). Only 145 were sellers (115 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+29 vs last Q)

new funds entering per quarter
Funds opening a new DFEM position: 37 → 47 → 40 → 69. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 29% medium ■ 25% new
221 out of 477 hedge funds have held DFEM 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

73 → 37 → 47 → 40 → 69 new funds/Q
New funds entering each quarter: 37 → 47 → 40 → 69. A growing number of institutions are discovering DFEM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 40% new entrants

■ 39% veterans ■ 21% 1-2yr ■ 40% new
Of 477 current holders: 186 (39%) held 2+ years, 101 held 1–2 years, 190 (40%) 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
15 of 477 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.

Hedge Fund Ownership: DFEM

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

Market Analysis: DFEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFEM

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

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 70 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: DFEM
2026 Q1 Stats Unlock in 22 days 477 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 477 438 8.9%
13F Shares 177M 161M 9.51%
Total Value $5.86B $5.18B 13.15%
New Positions 69 40 +29
Increased Positions 260 254 +6
Closed Positions 30 19 +11
Reduced Positions 115 107 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFEM

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

477 + investors

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

Top 25 institutional holders of DFEM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CAPSTONE CAPITAL LLC 11.67% 524,272 $18.1M
2 Kooman & Associates 10.30% 999,510 $34.5M
3 GREAT OAK CAPITAL PARTNERS, LLC 9.40% 1,102,285 $40.4M
4 Forum Financial Management, LP 8.02% 16,404,290 $566.8M
5 Sensible Money, LLC 7.91% 752,742 $26.0M
6 Tencap Wealth Coaching, LLC 7.81% 600,108 $20.8M
7 Ballentine Capital Advisors, Inc 7.78% 543,826 $18.8M
8 Emprise Bank 7.55% 544,566 $18.8M
9 Financial Planning Navigators CORP 7.27% 479,758 $16.6M
10 Vannoy Advisory Group, Inc. 6.98% 319,002 $11.0M
11 Kaufman Rossin Wealth, LLC 6.79% 342,787 $11.8M
12 Clarity Wealth Development LLC 6.69% 237,375 $8.2M
13 Verisail Partners, LLC 6.46% 460,927 $15.9M
14 Peirce Capital Management, LLC 6.45% 477,032 $16.5M
15 Cambridge Financial Group, LLC 6.33% 541,634 $18.7M
16 Parcion Private Wealth LLC 5.73% 2,677,850 $92.5M
17 HMV Wealth Advisors, LLC 5.59% 344,552 $11.9M
18 BCO Wealth Management LLC 5.38% 259,171 $9.0M
19 Integris Wealth Management, LLC 5.37% 676,592 $23.4M
20 Vistica Wealth Advisors, LLC 5.35% 155,329 $5.4M
21 Sensenig Capital Advisors, Inc 5.28% 149,047 $5.1M
22 Aerodigm Wealth, LLC 5.15% 396,178 $13.7M
23 Private Wealth Management Group, LLC 5.09% 561,409 $19.4M
24 Equita Financial Network, Inc. 5.03% 463,400 $16.0M
25 Physician Wealth Solutions Inc. 4.96% 347,110 $12.0M
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 (DFEM)

What does the Smart Money Trend signal show for DFEM?

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

More buyers than sellers — 69% buying: Last quarter: 329 funds were net buyers (69 opened a brand new position + 260 added to an existing one). Only 145 were sellers (115 trimmed + 30 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFEM holders?

Smaller funds dominant — 3% AUM from top-100: 15 of 477 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 DFEM?

46% of holders stayed for 2+ years: 221 out of 477 hedge funds have held DFEM 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.