Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFIS)

357 + 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
70%

Smart Money Signals — DFIS

Based on 361 hedge funds · latest filing: 2026 Q2 · 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
361 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 — +40% more funds vs a year ago

fund count last 6Q
+103 new funds entered over the past year (+40% 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 — 70% buying

238 buying104 selling
Last quarter: 238 funds were net buyers (57 opened a brand new position + 181 added to an existing one). Only 104 were sellers (71 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new DFIS position: 28 → 63 → 45 → 57. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 33% new

■ 39% conviction (2yr+) ■ 28% medium ■ 33% new
Of the 361 current holders: 142 (39%) held >2 years, 101 held 1–2 years, and 118 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.
📈

Growing discovery — still being found

34 → 28 → 63 → 45 → 57 new funds/Q
New funds entering each quarter: 28 → 63 → 45 → 57. A growing number of institutions are discovering DFIS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 36% veterans, 40% new entrants

■ 36% veterans ■ 24% 1-2yr ■ 40% new
Of 361 current holders: 131 (36%) held 2+ years, 85 held 1–2 years, 145 (40%) 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
19 of 361 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 Q2, 238 hedge funds were net buyers of DFIS (57 opened a new position, 181 added to an existing one), while 104 reduced or exited (71 trimmed, 33 sold completely) — a 70% 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: 361.

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

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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.

7 top-rated funds 20 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: DFIS
357 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 357 337 5.93%
13F Shares 155M 143M 8.47%
Total Value $4.87B $4.27B 13.87%
New Positions 56 45 +11
Increased Positions 178 159 +19
Closed Positions 36 23 +13
Reduced Positions 71 79 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIS

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Institutional Holders (2026 Q2)

357 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matson Money. Inc. 11.63% 11,919,623 $417.5M
2 Sherrill & Hutchins Financial Advisory, Inc 9.22% 550,660 $19.3M
3 Shore Point Advisors, LLC 7.45% 621,981 $21.8M
4 GEN Financial Management, INC. 6.54% 311,963 $10.9M
5 Ballentine Capital Advisors, Inc 6.38% 483,144 $16.9M
6 Allodium Investment Consultants, LLC 4.59% 308,750 $10.8M
7 Satovsky Asset Management LLC 3.84% 687,488 $24.1M
8 Viaable, LLC 3.74% 127,912 $4.5M
9 Brand Asset Management Group, Inc. 3.51% 453,219 $15.9M
10 Guardian Wealth Management, LLC 3.51% 356,997 $12.5M
11 Timonier Family Office, LTD. 3.28% 331,165 $11.6M
12 Wescott Financial Advisory Group, LLC 3.25% 1,198,371 $42.0M
13 Discipline Wealth Solutions, LLC 3.10% 1,014,876 $35.6M
14 Disciplined Investments, LLC 3.10% 274,142 $9.6M
15 Tobias Financial Advisors, INC. 2.93% 659,583 $23.1M
16 Tillman Hartley LLC 2.76% 350,563 $12.3M
17 Factor Wealth Management LTD 2.73% 515,377 $18.1M
18 Aire Advisors, LLC 2.63% 461,663 $16.2M
19 Robinswood Financial LLC 2.59% 271,578 $7.0M
20 Evanson Financial, LLC 2.45% 1,430,072 $50.1M
21 Indie Asset Partners, LLC 2.45% 72,960 $2.6M
22 Eclectic Associates Inc /Adv 2.41% 603,074 $21.1M
23 TCI Wealth Advisors, Inc. 2.37% 1,562,031 $54.7M
24 Kelly Financial Group LLC 2.35% 301,633 $10.6M
25 Pinney & Scofield, INC. 2.33% 136,162 $4.8M
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 — 70% buying: Last quarter: 238 funds were net buyers (57 opened a brand new position + 181 added to an existing one). Only 104 were sellers (71 trimmed + 33 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: 19 of 361 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 — 39% long-term, 33% new: Of the 361 current holders: 142 (39%) held >2 years, 101 held 1–2 years, and 118 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.

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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