Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFIS)

291 + 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
↑ +41
Streak
11Q ▲
Buyers last Q
73%

Smart Money Signals — DFIS

Based on 291 hedge funds · latest filing: 2025 Q4 · 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
291 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 — +37% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+37% 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 — 73% buying

198 buying74 selling
Last quarter: 198 funds were net buyers (55 opened a brand new position + 143 added to an existing one). Only 74 were sellers (60 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new DFIS position: 25 → 31 → 27 → 55. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 30% new
118 out of 291 hedge funds have held DFIS 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.
📈

Growing discovery — still being found

39 → 25 → 31 → 27 → 55 new funds/Q
New funds entering each quarter: 25 → 31 → 27 → 55. 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, 44% new entrants

■ 36% veterans ■ 20% 1-2yr ■ 44% new
Of 291 current holders: 106 (36%) held 2+ years, 58 held 1–2 years, 127 (44%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
15 of 291 holders are among the 100 largest funds by AUM, controlling 41% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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: 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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

15 top-rated funds 10 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: DFIS
2026 Q1 Stats Unlock in 22 days 291 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 291 250 16.4%
13F Shares 124M 108M 14.52%
Total Value $4.07B $3.41B 19.55%
New Positions 55 27 +28
Increased Positions 143 133 +10
Closed Positions 14 18 -4
Reduced Positions 60 57 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIS

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

291 + investors

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

Top 25 institutional holders of DFIS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Matson Money. Inc. 12.31% 11,919,623 $401.3M
2 Shore Point Advisors, LLC 7.69% 577,972 $19.5M
3 Ballentine Capital Advisors, Inc 6.87% 493,037 $16.6M
4 GEN Financial Management, INC. 6.57% 315,001 $10.6M
5 Allodium Investment Consultants, LLC 4.83% 299,323 $10.1M
6 Willow Financial LLC 4.59% 134,670 $4.5M
7 Guardian Wealth Management, LLC 3.69% 356,695 $12.2M
8 Discipline Wealth Solutions, LLC 3.41% 961,790 $32.4M
9 Factor Wealth Management LTD 2.60% 410,737 $13.8M
10 ECLECTIC ASSOCIATES INC /ADV 2.55% 570,906 $19.2M
11 TCI Wealth Advisors, Inc. 2.55% 1,426,400 $48.0M
12 Evanson Asset Management, LLC 2.53% 1,401,653 $47.2M
13 WEBSTERROGERS FINANCIAL ADVISORS, LLC 2.48% 257,948 $8.7M
14 KELLY FINANCIAL GROUP LLC 2.42% 286,288 $9.6M
15 Broadway Wealth Solutions, Inc. 2.36% 135,630 $4.6M
16 Level Financial Advisors 2.32% 270,057 $9.1M
17 Williams Financial, LLC 2.18% 110,976 $3.7M
18 LAM GROUP, INC. 2.11% 114,235 $3.8M
19 AMI INVESTMENT MANAGEMENT INC 1.83% 241,373 $8.1M
20 COLLECTIVE FAMILY OFFICE LLC 1.82% 240,669 $8.1M
21 Root Financial Partners, LLC 1.74% 1,118,643 $37.7M
22 MORRIS FINANCIAL CONCEPTS, INC. 1.73% 151,009 $5.1M
23 Abacus Planning Group, Inc. 1.70% 374,134 $12.6M
24 Tanager Wealth Management LLP 1.63% 499,562 $16.8M
25 Kane Co Wealth Management, Inc. 1.41% 49,776 $1.7M
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 — 73% buying: Last quarter: 198 funds were net buyers (55 opened a brand new position + 143 added to an existing one). Only 74 were sellers (60 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIS holders?

Elite ownership — 41% AUM from top-100 funds: 15 of 291 holders are among the 100 largest funds by AUM, controlling 41% 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?

41% of holders stayed for 2+ years: 118 out of 291 hedge funds have held DFIS 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.