Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFIP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
2Q ▲
Buyers last Q
68%

Smart Money Signals — DFIP

Based on 145 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DFIP 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
145 hedge funds hold DFIP 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 — +26% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+26% 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 — 68% buying

100 buying48 selling
Last quarter: 100 funds were net buyers (24 opened a brand new position + 76 added to an existing one). Only 48 were sellers (33 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new DFIP position: 13 → 11 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 30% medium ■ 26% new
63 out of 145 hedge funds have held DFIP 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

19 → 13 → 11 → 16 → 24 new funds/Q
New funds entering each quarter: 13 → 11 → 16 → 24. 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 — 39% veterans, 36% new entrants

■ 39% veterans ■ 25% 1-2yr ■ 36% new
Of 145 current holders: 57 (39%) held 2+ years, 36 held 1–2 years, 52 (36%) 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
8 of 145 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: DFIP

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

Market Analysis: DFIP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFIP

-- --

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 9 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFIP
2026 Q1 Stats Unlock in 15 days 145 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 145 136 6.62%
13F Shares 17M 17M 4.82%
Total Value $726M $703M 3.19%
New Positions 24 16 +8
Increased Positions 76 73 +3
Closed Positions 15 4 +11
Reduced Positions 33 33 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIP

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 Q1)

145 + investors

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

Top 25 institutional holders of DFIP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Physician Wealth Solutions Inc. 7.39% 427,914 $17.9M
2 Yardley Wealth Management LLC 6.16% 288,125 $12.0M
3 Matson Money. Inc. 4.97% 3,885,941 $162.1M
4 Fortitude Family Office, LLC 4.70% 504,266 $21.0M
5 Planning Center, Inc. 4.48% 1,058,790 $44.2M
6 Five Oceans Advisors 3.84% 254,425 $10.6M
7 Level Financial Advisors 3.65% 342,611 $14.3M
8 Ares Financial Consulting, LLC 3.43% 104,508 $4.4M
9 Core Wealth Management, Inc. 3.24% 253,735 $10.6M
10 Vestment Financial LLC 3.15% 158,546 $6.7M
11 Foundry Financial LLC 2.11% 119,478 $5.0M
12 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2.01% 305,143 $12.7M
13 BCU Wealth Advisors, LLC 1.80% 116,000 $4.8M
14 Grove Street Fiduciary, LLC 1.71% 93,188 $3.9M
15 Austin Wealth Management, LLC 1.71% 179,713 $7.5M
16 Heirloom Wealth Management 1.44% 192,214 $8.0M
17 KFG WEALTH MANAGEMENT, LLC 1.38% 255,045 $10.6M
18 Henrickson Nauta Wealth Advisors, Inc. 1.29% 110,231 $4.6M
19 MB Generational Wealth, LLC 1.27% 55,075 $2.3M
20 Onyx Financial Advisors, LLC 0.94% 54,057 $2.3M
21 Shearwater Capital LLC 0.93% 42,539 $1.8M
22 Financial Plan, Inc. 0.86% 193,415 $8.1M
23 Stratos Investment Management, LLC 0.78% 466,060 $19.4M
24 City State Bank 0.66% 60,567 $2.5M
25 Amicus Financial Advisors, LLC 0.64% 55,838 $2.3M
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 (DFIP)

What does the Smart Money Trend signal show for DFIP?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DFIP 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 DFIP?

More buyers than sellers — 68% buying: Last quarter: 100 funds were net buyers (24 opened a brand new position + 76 added to an existing one). Only 48 were sellers (33 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIP holders?

Smaller funds dominant — 2% AUM from top-100: 8 of 145 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 DFIP?

43% of holders stayed for 2+ years: 63 out of 145 hedge funds have held DFIP 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.