Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFIP)

168 + 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
↑ +6
Streak
4Q ▲
Buyers last Q
69%

Smart Money Signals — DFIP

Based on 168 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
168 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 — +24% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+24% 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 — 69% buying

109 buying48 selling
Last quarter: 109 funds were net buyers (16 opened a brand new position + 93 added to an existing one). Only 48 were sellers (38 trimmed + 10 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 29 → 23 → 16. 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.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 29% medium ■ 24% new
78 out of 168 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.
➡️

Steady discovery — ~16 new funds/quarter

12 → 16 → 29 → 23 → 16 new funds/Q
New funds entering each quarter: 16 → 29 → 23 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 43% veterans vs 31% newcomers

■ 43% veterans ■ 26% 1-2yr ■ 31% new
Entry-cohort mix of 168 holders: 72 (43%) are 2+ year veterans, 44 entered 1–2 years ago, and 52 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
14 of 168 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.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — DFIP

In 2026 Q2, 109 hedge funds were net buyers of DFIP (16 opened a new position, 93 added to an existing one), while 48 reduced or exited (38 trimmed, 10 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 168.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 13 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFIP
168 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 168 162 3.7%
13F Shares 22M 18M 19.27%
Total Value $849M $755M 12.39%
New Positions 16 23 -7
Increased Positions 93 72 +21
Closed Positions 10 20 -10
Reduced Positions 38 43 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIP

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Institutional Holders (2026 Q2)

168 + investors

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

QUARTER:
Top 25 DFIP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pinney & Scofield, INC. 12.42% 615,557 $25.4M
2 New Dimensions Wealth Management, LLC 8.00% 256,742 $10.6M
3 Physician Wealth Solutions Inc. 7.24% 462,726 $19.1M
4 Scratch Capital LLC 7.17% 350,137 $14.4M
5 Yardley Wealth Management LLC 5.90% 315,060 $13.0M
6 Matson Money. Inc. 4.73% 4,102,699 $169.9M
7 Fortitude Family Office, LLC 4.35% 543,933 $22.4M
8 Leading Edge Financial Planning LLC 4.27% 580,584 $24.0M
9 Planning Center, Inc. 4.23% 1,085,533 $44.8M
10 Core Wealth Management, Inc. 3.66% 315,342 $13.0M
11 Rather & Kittrell, Inc. 3.38% 586,834 $24.2M
12 Five Oceans Advisors 3.37% 254,425 $10.5M
13 Level Financial Advisors 3.34% 362,625 $15.0M
14 McCartney Wealth Management LLC 3.32% 106,130 $4.4M
15 Hill Investment Group Partners, LLC 3.24% 769,537 $31.7M
16 Ares Financial Consulting, LLC 3.21% 108,404 $4.5M
17 Vestment Financial LLC 2.94% 159,371 $6.6M
18 Geometric Wealth Advisors 2.37% 531,015 $21.9M
19 Sterling Financial Planning, Inc. 2.02% 179,710 $7.4M
20 Foundry Financial LLC 1.93% 138,594 $5.7M
21 Market Street Wealth Management Advisors LLC 1.82% 310,187 $12.8M
22 Balanced Rock Investment Advisors LLC 1.78% 69,050 $2.8M
23 BCU Wealth Advisors, LLC 1.75% 127,636 $5.3M
24 Grove Street Fiduciary, LLC 1.62% 92,861 $3.8M
25 Austin Wealth Management, LLC 1.58% 181,479 $7.5M
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 — 4 quarters in a row: For 4 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 — 69% buying: Last quarter: 109 funds were net buyers (16 opened a brand new position + 93 added to an existing one). Only 48 were sellers (38 trimmed + 10 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: 14 of 168 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?

46% of holders stayed for 2+ years: 78 out of 168 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.

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