Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFIS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — DFIS

Based on 337 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 DFIS 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
337 hedge funds hold DFIS 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 — +43% more funds vs a year ago

fund count last 6Q
+101 new funds entered over the past year (+43% 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 — 67% buying

204 buying100 selling
Last quarter: 204 funds were net buyers (45 opened a brand new position + 159 added to an existing one). Only 100 were sellers (79 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 28 → 63 → 45. 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 — 38% long-term, 31% new

■ 38% conviction (2yr+) ■ 31% medium ■ 31% new
Of the 337 current holders: 128 (38%) held >2 years, 105 held 1–2 years, and 104 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.
🚀

Acceleration phase — new buyers rushing in

30 → 33 → 28 → 63 → 45 new funds/Q
New funds entering each quarter: 33 → 28 → 63 → 45. 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 — 38% veterans, 41% new entrants

■ 38% veterans ■ 21% 1-2yr ■ 41% new
Of 337 current holders: 128 (38%) held 2+ years, 71 held 1–2 years, 138 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
20 of 337 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DFIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — DFIS

In 2026 Q1, 204 hedge funds were net buyers of DFIS (45 opened a new position, 159 added to an existing one), while 100 reduced or exited (79 trimmed, 21 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 53% of total institutional value in DFIS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +24 funds (more new holders than closures). Total institutional holders: 337.

Hedge Fund Ownership: DFIS

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

Market Analysis: DFIS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFIS

-- --

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

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

Signal Freshness measures how much DFIS 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
DFIS
+8.3%
SPY
+15.9%

DFIS outperformed SPY by -7.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DFIS
+1.6%
SPY
+2.0%

Since the filing became public, DFIS 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.

8 top-rated funds 18 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: DFIS
333 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 333 313 6.39%
13F Shares 143M 125M 14.09%
Total Value $4.26B $4.12B 3.52%
New Positions 44 63 -19
Increased Positions 158 151 +7
Closed Positions 24 15 +9
Reduced Positions 78 64 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIS

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Financial Highlights

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Institutional Holders (2026 Q1)

333 + investors

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

QUARTER:
Top 25 DFIS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matson Money. Inc. 12.31% 11,919,623 $401.3M
2 Robinswood Financial LLC 11.79% 277,791 $9.4M
3 Shore Point Advisors, LLC 7.69% 577,972 $19.5M
4 Ballentine Capital Advisors, Inc 6.87% 493,037 $16.6M
5 GEN Financial Management, INC. 6.57% 315,001 $10.6M
6 Allodium Investment Consultants, LLC 4.83% 299,323 $10.1M
7 Willow Financial LLC 4.59% 134,670 $4.5M
8 Brand Asset Management Group, Inc. 3.89% 444,178 $15.0M
9 Satovsky Asset Management LLC 3.81% 641,157 $21.6M
10 Guardian Wealth Management, LLC 3.69% 356,695 $12.2M
11 Wescott Financial Advisory Group, LLC 3.50% 1,186,543 $40.0M
12 Discipline Wealth Solutions, LLC 3.41% 961,790 $32.4M
13 Broadhurst Jeffrey B 3.28% 94,961 $3.2M
14 Disciplined Investments, LLC 3.17% 262,018 $8.8M
15 Tobias Financial Advisors, INC. 2.89% 615,738 $20.7M
16 Tillman Hartley LLC 2.89% 341,301 $11.5M
17 Aire Advisors, LLC 2.82% 457,264 $15.4M
18 Indie Asset Partners, LLC 2.74% 71,460 $2.4M
19 Factor Wealth Management LTD 2.60% 410,737 $13.8M
20 Eclectic Associates Inc /Adv 2.55% 570,906 $19.2M
21 TCI Wealth Advisors, Inc. 2.55% 1,426,400 $48.0M
22 Evanson Asset Management, LLC 2.53% 1,401,653 $47.2M
23 Websterrogers Financial Advisors, LLC 2.48% 257,948 $8.7M
24 Kelly Financial Group LLC 2.42% 286,288 $9.6M
25 Pinney & Scofield, INC. 2.41% 132,850 $4.5M
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 (DFIS)

What does the Smart Money Trend signal show for DFIS?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFIS 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 DFIS?

More buyers than sellers — 67% buying: Last quarter: 204 funds were net buyers (45 opened a brand new position + 159 added to an existing one). Only 100 were sellers (79 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIS holders?

Elite ownership — 53% AUM from top-100 funds: 20 of 337 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DFIS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DFIS?

Mixed — 38% long-term, 31% new: Of the 337 current holders: 128 (38%) held >2 years, 105 held 1–2 years, and 104 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 (DFIS) following the 2026 Q1 hedge fund 13F filings?

As of today, DFIS has moved +1.6% 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), DFIS has gained +8.3% 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.

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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