Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFGX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
9Q ▲
Buyers last Q
80%

Smart Money Signals — DFGX

Based on 128 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 DFGX 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
128 hedge funds hold DFGX 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 — +80% more funds vs a year ago

fund count last 6Q
+57 new funds entered over the past year (+80% 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 — 80% buying

103 buying26 selling
Last quarter: 103 funds were net buyers (27 opened a brand new position + 76 added to an existing one). Only 26 were sellers (18 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 17 → 29 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

9% conviction (2yr+) 48% medium 43% new
Only 12 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.
🚀

Acceleration phase — new buyers rushing in

20 → 19 → 17 → 29 → 27 new funds/Q
New funds entering each quarter: 19 → 17 → 29 → 27. 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.
🌱

Early stage — 63% of holders entered in last year

1% veterans 36% 1-2yr 63% new
Of 128 current holders: 81 (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 — 3% AUM from top-100

3% from top-100 AUM funds
7 of 128 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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: DFGX

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

Market Analysis: DFGX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFGX

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

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 19 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: DFGX
2026 Q1 Stats Unlock in 21 days 128 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 128 109 17.43%
13F Shares 17M 14M 21.43%
Total Value $899M $765M 17.58%
New Positions 27 29 -2
Increased Positions 76 53 +23
Closed Positions 8 9 -1
Reduced Positions 18 17 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFGX

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Institutional Holders (2026 Q1)

128 + investors

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

Top 25 institutional holders of DFGX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Verisail Partners, LLC 9.26% 434,952 $22.8M
2 Private Wealth Management Group, LLC 8.53% 619,301 $32.5M
3 Planning Center, Inc. 8.25% 1,552,569 $81.4M
4 Shotwell Rutter Baer Inc 8.10% 262,958 $13.8M
5 Guardian Wealth Management, LLC 7.13% 448,370 $23.5M
6 Vermillion Wealth Management, Inc. 6.42% 311,681 $16.3M
7 Yardley Wealth Management LLC 6.26% 232,862 $12.2M
8 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 5.93% 717,238 $37.6M
9 Equita Financial Network, Inc. 5.81% 351,973 $18.5M
10 Johnson Wealth Management, LLC 5.26% 207,628 $10.9M
11 HEFFERNAN ADVISORY, INC 4.46% 91,680 $4.8M
12 Mattern Wealth Management LLC 3.77% 368,296 $19.3M
13 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 3.25% 108,165 $5.7M
14 Strathmore Capital Advisors, Inc. 3.22% 215,695 $11.4M
15 SILVER OAK WEALTH ADVISORS SERVICES, LLC 3.12% 91,654 $4.8M
16 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 2.92% 90,590 $4.8M
17 Cogent Private Wealth, Inc. 2.54% 67,189 $3.5M
18 PW ADVISORS, LLC \ FL 2.24% 57,019 $3.0M
19 Elser Financial Planning, Inc 1.80% 707,855 $37.2M
20 Apella Capital, LLC 1.68% 2,130,939 $113.2M
21 Vested Financial Planning, LLC 1.68% 42,004 $2.2M
22 W.H. Cornerstone Investments Inc. 1.54% 47,120 $2.5M
23 AA Financial Advisors, LLC 1.09% 147,515 $7.7M
24 Higgins & Schmidt Wealth Strategies LLC 0.93% 39,022 $2.0M
25 Wealth Advisors Northwest LLC 0.83% 37,607 $2.0M
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 (DFGX)

What does the Smart Money Trend signal show for DFGX?

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

More buyers than sellers — 80% buying: Last quarter: 103 funds were net buyers (27 opened a brand new position + 76 added to an existing one). Only 26 were sellers (18 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFGX holders?

Smaller funds dominant — 3% AUM from top-100: 7 of 128 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFGX?

Mostly new holders — 43% entered in last year: Only 12 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.