Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFGP)

184 + 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
↑ +13
Streak
11Q ▲
Buyers last Q
78%

Smart Money Signals — DFGP

Based on 184 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 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
184 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
+58 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 — 78% buying

145 buying40 selling
Last quarter: 145 funds were net buyers (26 opened a brand new position + 119 added to an existing one). Only 40 were sellers (27 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 24 → 34 → 32 → 26. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 36% entered in last year

■ 18% conviction (2yr+) ■ 46% medium ■ 36% new
Only 34 funds (18%) 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.
➡️

Steady discovery — ~26 new funds/quarter

25 → 24 → 34 → 32 → 26 new funds/Q
New funds entering each quarter: 24 → 34 → 32 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 16% veterans, 47% new entrants

■ 16% veterans ■ 36% 1-2yr ■ 47% new
Of 184 current holders: 30 (16%) held 2+ years, 67 held 1–2 years, 87 (47%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
11 of 184 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 2026 Q2, 145 hedge funds were net buyers of DFGP (26 opened a new position, 119 added to an existing one), while 40 reduced or exited (27 trimmed, 13 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 184.

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

-- --

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.

2 top-rated funds 23 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFGP
184 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 184 171 7.6%
13F Shares 42M 37M 13.52%
Total Value $2.18B $1.90B 14.74%
New Positions 26 32 -6
Increased Positions 119 106 +13
Closed Positions 13 19 -6
Reduced Positions 27 18 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFGP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

184 + 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 DFGP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Curio Wealth, LLC 15.73% 930,622 $50.7M
2 Ruedi Wealth Management, Inc. 13.46% 1,053,280 $57.4M
3 Stolz & Associates, Ps 12.94% 380,781 $20.7M
4 Penobscot Wealth Management 12.26% 841,792 $45.8M
5 Outbound Financial Inc 11.51% 231,191 $12.6M
6 Wheels Up Wealth, Inc. 10.55% 228,468 $12.4M
7 Wealth Advisors Northwest LLC 10.00% 538,423 $29.3M
8 WPWealth LLP 8.70% 1,076,585 $58.6M
9 CSP Financial Group, LLC 7.72% 166,233 $9.1M
10 Pandowealth. LLC 7.59% 155,196 $8.4M
11 Symmetry Partners, LLC 6.94% 2,499,991 $136.1M
12 Straight Path Wealth Management 6.59% 517,408 $28.2M
13 MilWealth Group LLC 6.46% 556,533 $30.3M
14 Maseco LLP 6.29% 4,107,724 $223.7M
15 Midwest Heritage Bank, FSB 5.56% 360,392 $19.6M
16 United Wealth Management, LLC 5.50% 448,547 $24.4M
17 Integrity Advisory Solutions, LLC 5.14% 916,984 $49.9M
18 Forum Financial Management, LP 4.76% 6,807,681 $370.7M
19 Fort Vancouver Investment Management, LLC 4.67% 183,660 $10.0M
20 Grand Wealth Management, LLC 4.47% 196,912 $10.7M
21 Bridge Generations Wealth Management LLC 4.36% 156,964 $8.5M
22 Tru Independence Asset Management 2, LLC 4.09% 138,782 $7.6M
23 Signature Resources Capital Management, LLC 3.75% 174,708 $9.5M
24 marrick wealth, LLC 3.50% 90,617 $4.9M
25 Vestia Personal Wealth Advisors 3.35% 319,534 $8.6M
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 — 11 quarters in a row: For 11 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 — 78% buying: Last quarter: 145 funds were net buyers (26 opened a brand new position + 119 added to an existing one). Only 40 were sellers (27 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFGP holders?

Smaller funds dominant — 6% AUM from top-100: 11 of 184 holders rank in the top 100 by AUM, but together hold only 6% 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 — 36% entered in last year: Only 34 funds (18%) 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.

Full history →