Dimensional ETF Trust (DFIV) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Dimensional ETF Trust (DFIV) following the 2026 Q2 hedge fund 13F filings?

As of today, DFIV has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (June 30, 2026), DFIV gained +6.3% vs +2.3% 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.

Dimensional ETF Trust (DFIV)

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

Smart Money Signals — DFIV

Based on 897 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 DFIV 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

897 hedge funds hold DFIV 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 — +33% more funds vs a year ago

fund count last 6Q

+221 new funds entered over the past year (+33% 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 — 66% buying

530 buying274 selling

Last quarter: 530 funds were net buyers (106 opened a brand new position + 424 added to an existing one). Only 274 were sellers (218 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~106 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 73 → 120 → 109 → 106. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 27% new

404 out of 897 hedge funds have held DFIV 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

83 → 73 → 120 → 109 → 106 new funds/Q

New funds entering each quarter: 73 → 120 → 109 → 106. A growing number of institutions are discovering DFIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 46% veterans vs 36% newcomers

■ 46% veterans ■ 18% 1-2yr ■ 36% new

Entry-cohort mix of 897 holders: 410 (46%) are 2+ year veterans, 165 entered 1–2 years ago, and 322 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

25 of 894 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	888	847	4.84%
13F Shares	323M	279M	15.55%
Total Value	$17.34B	$14.55B	19.24%
New Positions	105	109	-4
Increased Positions	420	349	+71
Closed Positions	61	47	+14
Reduced Positions	216	270	-54
Total Calls	1	1	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

888

847

4.84%

13F Shares

323M

279M

15.55%

Total Value

$17.34B

$14.55B

19.24%

New Positions

105

109

-4

Increased Positions

420

349

+71

Closed Positions

+14

Reduced Positions

216

270

-54

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

888 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DFIV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Dixon Fnancial Services, INC.	26.99%	1,233,662	$66.6M
2	Team Hewins, LLC	25.80%	1,745,668	$94.3M
3	Pinney & Scofield, INC.	11.21%	424,299	$22.9M
4	Fischer Investment Strategies, LLC	10.29%	399,195	$21.6M
5	Disciplined Equity Management, Inc.	9.89%	413,227	$22.3M
6	SeedSafe Financial LLC	9.77%	221,118	$11.0M
7	JDH Wealth Management, LLC	9.46%	287,818	$15.5M
8	Trinity Financial Advisors LLC	9.28%	668,402	$36.1M
9	Shearwater Capital LLC	8.83%	342,478	$18.5M
10	Allen Wealth Management, LLC	8.53%	324,395	$17.5M
11	Bayshore Asset Management, LLC	8.48%	439,280	$23.7M
12	Vestia Personal Wealth Advisors	8.41%	398,814	$21.5M
13	Keb Asset Management, LLC	8.31%	950,337	$51.3M
14	Elevate Wealth Advisory, Inc	7.86%	254,738	$13.8M
15	Index Fund Advisors, Inc.	7.70%	3,590,153	$193.9M
16	Dopkins Wealth Management, LLC	7.50%	382,231	$20.6M
17	Landaas & Co /Wi /Adv	7.43%	756,140	$40.8M
18	Meritas Wealth Management, LLC	7.30%	345,878	$18.7M
19	Parkwoods Wealth Partners, LLC	7.28%	839,208	$45.3M
20	McMill Wealth Management	7.09%	26,905,526	$498.1M
21	Jackson Thornton Wealth Management, LLC	6.88%	1,610,229	$87.0M
22	Wealth Management Nebraska	6.83%	1,416,453	$76.5M
23	KM Capital Management Ltd.	6.68%	263,051	$14.2M
24	Capstone Wealth Management, LLC	6.56%	261,831	$14.1M
25	J. Mark Nickell & Co.	6.56%	152,164	$8.2M

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 (DFIV)

What does the Smart Money Trend signal show for DFIV?

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

More buyers than sellers — 66% buying: Last quarter: 530 funds were net buyers (106 opened a brand new position + 424 added to an existing one). Only 274 were sellers (218 trimmed + 56 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIV holders?

Strong quality — 26% AUM from major funds: 25 of 894 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DFIV?

45% of holders stayed for 2+ years: 404 out of 897 hedge funds have held DFIV 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.

Is it too late to buy Dimensional ETF Trust (DFIV) following the 2026 Q2 hedge fund 13F filings?

As of today, DFIV has moved -1.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the SPY sector ETF — an outperformance of +0.2%. Since the quarter end (June 30, 2026), DFIV has gained +6.3% vs +2.3% 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.

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	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Dimensional ETF Trust (DFIV)

Smart Money Signals — DFIV

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More buyers than sellers — 66% buying

Steady new buyers — ~106 new funds per quarter

45% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 46% veterans vs 36% newcomers

Strong quality — 26% AUM from major funds

Institutional Sentiment Summary — DFIV

Hedge Fund Ownership: DFIV

Market Analysis: DFIV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFIV

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

Hedge Fund Positioning: DFIV

Statistics: DFIV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFIV)

Welcome to 13Foresight!