Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFGR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +27
Streak
11Q ▲
Buyers last Q
78%

Smart Money Signals — DFGR

Based on 285 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 DFGR 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
285 hedge funds hold DFGR 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
+62 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 — 78% buying

223 buying62 selling
Last quarter: 223 funds were net buyers (42 opened a brand new position + 181 added to an existing one). Only 62 were sellers (47 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~42 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 24 → 38 → 42. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 34% medium ■ 25% new
118 out of 285 hedge funds have held DFGR 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

51 → 21 → 24 → 38 → 42 new funds/Q
New funds entering each quarter: 21 → 24 → 38 → 42. 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 — 31% veterans, 41% new entrants

■ 31% veterans ■ 29% 1-2yr ■ 41% new
Of 285 current holders: 87 (31%) held 2+ years, 82 held 1–2 years, 116 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
11 of 285 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: DFGR

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

Market Analysis: DFGR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFGR

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

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 17 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: DFGR
2026 Q1 Stats Unlock in 17 days 285 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 285 258 10.47%
13F Shares 86M 76M 13.03%
Total Value $2.27B $2.08B 9.43%
New Positions 42 38 +4
Increased Positions 181 163 +18
Closed Positions 15 17 -2
Reduced Positions 47 45 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFGR

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

Financial Highlights

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Institutional Holders (2026 Q1)

285 + investors

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

Top 25 institutional holders of DFGR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LifeGuide Financial Advisors, LLC 21.33% 2,509,620 $66.7M
2 Verisail Partners, LLC 9.30% 862,304 $22.9M
3 Guardian Wealth Management, LLC 7.30% 905,321 $24.1M
4 Creative Capital Management Investments LLC 6.85% 898,626 $23.9M
5 Forum Financial Management, LP 6.59% 17,521,862 $465.7M
6 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5.48% 359,686 $9.6M
7 DiNuzzo Private Wealth, Inc. 5.27% 1,839,517 $48.9M
8 Sprinkle Financial Consultants LLC 4.60% 375,364 $10.0M
9 CogentBlue Wealth Advisors, LLC 4.38% 245,059 $6.5M
10 Private Wealth Management Group, LLC 4.24% 608,166 $16.2M
11 Level Financial Advisors 3.95% 582,284 $15.5M
12 TCI Wealth Advisors, Inc. 3.93% 2,784,684 $74.0M
13 Clarity Wealth Development LLC 3.87% 178,255 $4.7M
14 Integris Wealth Management, LLC 3.73% 610,267 $16.2M
15 Aspen Capital Management, LLC 3.60% 546,636 $14.5M
16 RS CRUM INC. 3.42% 665,326 $17.7M
17 JDH Wealth Management, LLC 3.17% 176,715 $4.7M
18 BRIGHTON JONES LLC 3.13% 2,798,216 $74.4M
19 Shotwell Rutter Baer Inc 3.05% 195,171 $5.2M
20 LAM GROUP, INC. 2.75% 188,110 $5.0M
21 Financial Plan, Inc. 2.64% 927,539 $24.7M
22 Peirce Capital Management, LLC 2.63% 253,023 $6.7M
23 Great Waters Wealth Management 2.50% 888,367 $23.6M
24 Sensenig Capital Advisors, Inc 2.33% 85,390 $2.3M
25 Summit Financial Strategies, Inc. 2.22% 1,062,100 $28.2M
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 (DFGR)

What does the Smart Money Trend signal show for DFGR?

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

More buyers than sellers — 78% buying: Last quarter: 223 funds were net buyers (42 opened a brand new position + 181 added to an existing one). Only 62 were sellers (47 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFGR holders?

Smaller funds dominant — 2% AUM from top-100: 11 of 285 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFGR?

41% of holders stayed for 2+ years: 118 out of 285 hedge funds have held DFGR 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.