Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFGX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
10Q ▲
Buyers last Q
78%

Smart Money Signals — DFGX

Based on 164 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 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
164 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 — +86% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+86% 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

127 buying36 selling
Last quarter: 127 funds were net buyers (33 opened a brand new position + 94 added to an existing one). Only 36 were sellers (27 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 29 → 32 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 47% entered in last year

■ 13% conviction (2yr+) ■ 40% medium ■ 47% new
Only 21 funds (13%) 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

22 → 19 → 29 → 32 → 33 new funds/Q
New funds entering each quarter: 19 → 29 → 32 → 33. A growing number of institutions are discovering DFGX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 60% of holders entered in last year

■ 8% veterans ■ 32% 1-2yr ■ 60% new
Of 164 current holders: 98 (60%) entered in the past year, only 13 (8%) 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
10 of 163 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.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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 — DFGX

In 2026 Q1, 127 hedge funds were net buyers of DFGX (33 opened a new position, 94 added to an existing one), while 36 reduced or exited (27 trimmed, 9 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 164.

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

-- --

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

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

Signal Freshness measures how much DFGX has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
DFGX
+2.1%
SPY
+15.9%

DFGX outperformed SPY by -13.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DFGX
+2.4%
SPY
+2.0%

Since the filing became public, DFGX outperformed SPY by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 29 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: DFGX
163 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 163 140 16.43%
13F Shares 21M 19M 11.19%
Total Value $1.07B $975M 10.01%
New Positions 32 32 -
Increased Positions 94 81 +13
Closed Positions 9 8 +1
Reduced Positions 27 19 +8
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)

163 + investors

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

QUARTER:
Top 25 DFGX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alpha Financial Advisors, LLC 11.25% 699,862 $36.7M
2 Verisail Partners, LLC 9.26% 434,952 $22.8M
3 SageOak Financial, LLC 8.74% 237,067 $12.4M
4 United Wealth Management, LLC 8.61% 660,407 $34.6M
5 Private Wealth Management Group, LLC 8.53% 619,301 $32.5M
6 E6 Portfolios, LLC 8.50% 155,462 $8.2M
7 Planning Center, Inc. 8.25% 1,552,569 $81.4M
8 Shotwell Rutter Baer Inc 8.10% 262,958 $13.8M
9 Guardian Wealth Management, LLC 7.13% 448,370 $23.5M
10 Babb Wealth Advisors LLC 6.79% 236,805 $12.4M
11 Vermillion Wealth Management, Inc. 6.42% 311,681 $16.3M
12 Yardley Wealth Management LLC 6.26% 232,862 $12.2M
13 Market Street Wealth Management Advisors LLC 5.93% 717,238 $37.6M
14 Equita Financial Network, Inc. 5.81% 351,973 $18.5M
15 Eaton-Cambridge Inc. 5.34% 325,258 $17.1M
16 Johnson Wealth Management, LLC 5.26% 207,628 $10.9M
17 Heffernan Advisory, Inc 4.46% 91,680 $4.8M
18 Hill Investment Group Partners, LLC 3.93% 678,537 $35.6M
19 HFM Investment Advisors, LLC 3.83% 189,982 $10.0M
20 Mattern Wealth Management LLC 3.77% 368,296 $19.3M
21 Optimus Capital Advisors, LLC 3.55% 115,235 $6.1M
22 Bridge Generations Wealth Management LLC 3.25% 108,165 $5.7M
23 Strathmore Capital Advisors, Inc. 3.22% 215,695 $11.4M
24 Silver Oak Wealth Advisors Services, LLC 3.12% 91,654 $4.8M
25 Torren Management, LLC 3.06% 117,165 $6.1M
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 — 10 quarters in a row: For 10 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 — 78% buying: Last quarter: 127 funds were net buyers (33 opened a brand new position + 94 added to an existing one). Only 36 were sellers (27 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFGX holders?

Smaller funds dominant — 5% AUM from top-100: 10 of 163 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 DFGX?

Mostly new holders — 47% entered in last year: Only 21 funds (13%) 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.

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

As of today, DFGX has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), DFGX has gained +2.1% 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.

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.

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