Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFEM)

593 + 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
↑ +40
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — DFEM

Based on 595 hedge funds · latest filing: 2026 Q2 · 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
595 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 — +34% more funds vs a year ago

fund count last 6Q
+150 new funds entered over the past year (+34% 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.
🟡

Slight buying edge — 59% buying

343 buying237 selling
Last quarter: 343 funds bought or added vs 237 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~69 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 44 → 81 → 72 → 69. 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 ■ 29% new
253 out of 595 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.
💰

Value +17% but shares only +2% — price-driven

Value
+17%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +17%, but actual share count only changed +2%. 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.
📈

Growing discovery — still being found

51 → 44 → 81 → 72 → 69 new funds/Q
New funds entering each quarter: 44 → 81 → 72 → 69. A growing number of institutions are discovering DFEM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 41% veterans vs 37% newcomers

■ 41% veterans ■ 22% 1-2yr ■ 37% new
Entry-cohort mix of 595 holders: 245 (41%) are 2+ year veterans, 131 entered 1–2 years ago, and 219 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
23 of 595 holders rank in the top 100 by AUM, but together hold only 5% 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 — DFEM

In 2026 Q2, 343 hedge funds were net buyers of DFEM (69 opened a new position, 274 added to an existing one), while 237 reduced or exited (208 trimmed, 29 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 595.

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

-- --

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.

9 top-rated funds 102 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: DFEM
593 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 593 555 6.85%
13F Shares 198M 194M 1.74%
Total Value $7.65B $6.53B 17.1%
New Positions 68 72 -4
Increased Positions 273 297 -24
Closed Positions 30 36 -6
Reduced Positions 208 141 +67
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFEM

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Institutional Holders (2026 Q2)

593 + investors

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

QUARTER:
Top 25 DFEM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Miramar Fiduciary Corp 24.54% 610,769 $24.8M
2 Capstone Capital LLC 12.13% 522,387 $21.2M
3 EnRich Financial Partners LLC 11.60% 1,201,493 $48.8M
4 New Dimensions Wealth Management, LLC 10.51% 342,272 $13.9M
5 Kooman & Associates 10.42% 954,934 $38.8M
6 Prospect Financial Group LLC 9.75% 297,935 $12.1M
7 Your Advocates Ltd., LLP 9.73% 837,466 $34.0M
8 Seaside Wealth Management, Inc. 9.62% 957,955 $38.9M
9 Great Oak Capital Partners, LLC 9.09% 1,087,715 $42.0M
10 Cravens & Co Advisors, LLC 8.65% 316,943 $12.9M
11 Emprise Bank 8.40% 561,470 $22.8M
12 Tencap Wealth Coaching, LLC 8.26% 640,307 $26.1M
13 Forum Financial Management, LP 8.23% 15,767,639 $640.8M
14 Sensible Money, LLC 8.10% 751,422 $30.5M
15 Ballentine Capital Advisors, Inc 7.88% 514,824 $20.9M
16 Woodward Financial Advisors, Inc. 7.66% 563,555 $22.9M
17 Eaton-Cambridge Inc. 7.30% 638,713 $26.0M
18 Vannoy Advisory Group, Inc. 7.13% 310,398 $12.6M
19 Oakwell Private Wealth Management, LLC 6.99% 1,036,887 $42.1M
20 RW Investment Management LLC 6.97% 1,953,688 $79.4M
21 Cambridge Financial Group, LLC 6.97% 544,360 $22.1M
22 Financial Planning Navigators CORP 6.85% 450,591 $18.3M
23 Peirce Capital Management, LLC 6.84% 459,338 $18.7M
24 Kaufman Rossin Wealth, LLC 6.82% 362,467 $14.4M
25 Verisail Partners, LLC 6.74% 447,325 $18.2M
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?

Slight buying edge — 59% buying: Last quarter: 343 funds bought or added vs 237 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DFEM holders?

Smaller funds dominant — 5% AUM from top-100: 23 of 595 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFEM?

43% of holders stayed for 2+ years: 253 out of 595 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.

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