Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFGP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
9Q ▲
Buyers last Q
77%

Smart Money Signals — DFGP

Based on 146 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added DFGP 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
146 hedge funds hold DFGP 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 — +46% more funds vs a year ago

fund count last 6Q
+46 new funds entered over the past year (+46% 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

119 buying35 selling
Last quarter: 119 funds were net buyers (29 opened a brand new position + 90 added to an existing one). Only 35 were sellers (21 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 22 → 24 → 29. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 37% entered in last year

■ 9% conviction (2yr+) ■ 54% medium ■ 37% new
Only 13 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

37 → 18 → 22 → 24 → 29 new funds/Q
New funds entering each quarter: 18 → 22 → 24 → 29. A growing number of institutions are discovering DFGP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 63% of holders entered in last year

■ 1% veterans ■ 36% 1-2yr ■ 63% new
Of 146 current holders: 92 (63%) entered in the past year, only 1 (1%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
7 of 146 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 — DFGP

In 2025 Q4, 119 hedge funds were net buyers of DFGP (29 opened a new position, 90 added to an existing one), while 35 reduced or exited (21 trimmed, 14 sold completely) — a 77% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 146.

Hedge Fund Ownership: DFGP

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

Market Analysis: DFGP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFGP

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 18 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
5.5
/ 10
conviction
Hedge Fund Positioning: DFGP
2026 Q1 Stats Unlock in 5 days 146 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 146 131 11.45%
13F Shares 30M 25M 20.3%
Total Value $1.64B $1.40B 17.09%
New Positions 29 24 +5
Increased Positions 90 79 +11
Closed Positions 14 11 +3
Reduced Positions 21 14 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFGP

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Institutional Holders (2026 Q1)

146 + investors

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

QUARTER:
Top 25 institutional holders of DFGP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 von Borstel & Associates, Inc. 18.85% 1,525,962 $82K
2 CURIO WEALTH, LLC 15.46% 838,007 $45.2M
3 PENOBSCOT WEALTH MANAGEMENT 14.43% 904,625 $48.8M
4 Ruedi Wealth Management, Inc. 13.81% 993,040 $53.6M
5 Wheels Up Wealth, Inc. 10.87% 214,229 $11.6M
6 STOLZ & ASSOCIATES, PS 10.59% 278,826 $15.2M
7 WPWealth LLP 9.80% 1,187,931 $64.1M
8 CSP Financial Group, LLC 8.35% 151,014 $8.2M
9 Symmetry Partners, LLC 7.84% 2,541,953 $137.2M
10 Wealth Advisors Northwest LLC 7.49% 330,590 $17.8M
11 Straight Path Wealth Management 7.05% 488,899 $26.4M
12 MilWealth Group LLC 6.58% 512,349 $27.7M
13 MASECO LLP 6.52% 3,850,637 $207.9M
14 Midwest Heritage Bank, FSB 5.99% 345,985 $18.7M
15 United Wealth Management, LLC 5.69% 424,059 $22.9M
16 Integrity Advisory Solutions, LLC 5.57% 780,569 $42.1M
17 ACTION POINT FINANCIAL PLANNING, LLC 5.41% 112,348 $6.1M
18 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5.02% 162,187 $8.8M
19 Forum Financial Management, LP 5.00% 6,540,363 $353.1M
20 GRAND WEALTH MANAGEMENT, LLC 4.60% 180,846 $9.8M
21 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 4.15% 124,897 $6.7M
22 marrick wealth, LLC 4.03% 88,810 $4.8M
23 Signature Resources Capital Management, LLC 4.03% 157,401 $8.5M
24 Gradient Capital Advisors, LLC 3.04% 217,002 $11.7M
25 Meredith Wealth Planning 2.89% 197,859 $10.7M
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 (DFGP)

What does the Smart Money Trend signal show for DFGP?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added DFGP 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 DFGP?

More buyers than sellers — 77% buying: Last quarter: 119 funds were net buyers (29 opened a brand new position + 90 added to an existing one). Only 35 were sellers (21 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFGP holders?

Smaller funds dominant — 5% AUM from top-100: 7 of 146 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 DFGP?

Mostly new holders — 37% entered in last year: Only 13 funds (9%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.