Dimensional ETF Trust (DFGR): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Dimensional ETF Trust (DFGR) following the 2026 Q1 hedge fund 13F filings?

As of today, DFGR has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), DFGR gained +10.3% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Dimensional ETF Trust (DFGR)

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

Smart Money Signals — DFGR

Based on 314 hedge funds · latest filing: 2026 Q1 · 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

314 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 — +31% more funds vs a year ago

fund count last 6Q

+74 new funds entered over the past year (+31% 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 — 72% buying

235 buying92 selling

Last quarter: 235 funds were net buyers (34 opened a brand new position + 201 added to an existing one). Only 92 were sellers (64 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 26 → 39 → 48 → 34. 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.

📌

Mixed — 39% long-term, 28% new

■ 39% conviction (2yr+) ■ 32% medium ■ 28% new

Of the 314 current holders: 124 (39%) held >2 years, 102 held 1–2 years, and 88 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

25 → 26 → 39 → 48 → 34 new funds/Q

New funds entering each quarter: 26 → 39 → 48 → 34. A growing number of institutions are discovering DFGR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 39% veterans, 35% new entrants

■ 39% veterans ■ 25% 1-2yr ■ 35% new

Of 314 current holders: 124 (39%) held 2+ years, 79 held 1–2 years, 111 (35%) 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

14 of 314 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.

4.1

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	313	308	1.62%
13F Shares	100M	92M	8.4%
Total Value	$2.64B	$2.44B	8.4%
New Positions	34	48	-14
Increased Positions	200	195	+5
Closed Positions	29	15	+14
Reduced Positions	64	50	+14
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

313

308

1.62%

13F Shares

100M

92M

8.4%

Total Value

$2.64B

$2.44B

8.4%

New Positions

-14

Increased Positions

200

195

Closed Positions

+14

Reduced Positions

+14

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

313 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DFGR holders by conviction (% of portfolio weight) — 2026 Q1 · 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	North Ridge Wealth Advisors, Inc.	4.70%	314,570	$8.4M
9	JMG Financial Group, Ltd.	4.64%	6,344,111	$168.6M
10	Sprinkle Financial Consultants LLC	4.60%	375,364	$10.0M
11	Rather & Kittrell, Inc.	4.55%	1,109,900	$29.5M
12	New Dimensions Wealth Management, LLC	4.47%	197,838	$5.3M
13	CogentBlue Wealth Advisors, LLC	4.38%	245,059	$6.5M
14	Private Wealth Management Group, LLC	4.24%	608,166	$16.2M
15	Level Financial Advisors	3.95%	582,284	$15.5M
16	TCI Wealth Advisors, Inc.	3.93%	2,784,684	$74.0M
17	WPWealth LLP	3.91%	963,275	$25.6M
18	Clarity Wealth Development LLC	3.87%	178,255	$4.7M
19	Integris Wealth Management, LLC	3.73%	610,267	$16.2M
20	Aspen Capital Management, LLC	3.60%	546,636	$14.5M
21	Rs Crum INC.	3.42%	665,326	$17.7M
22	Balanced Rock Investment Advisors LLC	3.28%	175,769	$4.7M
23	JDH Wealth Management, LLC	3.17%	176,715	$4.7M
24	Brighton Jones LLC	3.13%	2,798,216	$74.4M
25	Cogent Strategic Wealth LLC	3.11%	113,828	$3.0M

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 (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 — 72% buying: Last quarter: 235 funds were net buyers (34 opened a brand new position + 201 added to an existing one). Only 92 were sellers (64 trimmed + 28 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: 14 of 314 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?

Mixed — 39% long-term, 28% new: Of the 314 current holders: 124 (39%) held >2 years, 102 held 1–2 years, and 88 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Dimensional ETF Trust (DFGR) following the 2026 Q1 hedge fund 13F filings?

As of today, DFGR has moved +3.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +1.8%. Since the quarter end (March 31, 2026), DFGR has gained +10.3% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Dimensional ETF Trust (DFGR)

Smart Money Signals — DFGR

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +31% more funds vs a year ago

More buyers than sellers — 72% buying

Fewer new buyers each quarter (-14 vs last Q)

Mixed — 39% long-term, 28% new

Growing discovery — still being found

Mixed cohorts — 39% veterans, 35% new entrants

Smaller funds dominant — 2% AUM from top-100

Institutional Sentiment Summary — DFGR

Hedge Fund Ownership: DFGR

Market Analysis: DFGR

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFGR

Is It Too Late to Buy Dimensional ETF Trust (DFGR) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: DFGR

Statistics: DFGR

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Dimensional ETF Trust (DFGR)

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