Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +56
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — DFIV

Based on 711 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 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
711 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 — +31% more funds vs a year ago

fund count last 6Q
+168 new funds entered over the past year (+31% 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 — 63% buying

401 buying234 selling
Last quarter: 401 funds were net buyers (98 opened a brand new position + 303 added to an existing one). Only 234 were sellers (192 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+34 vs last Q)

new funds entering per quarter
Funds opening a new DFIV position: 70 → 74 → 64 → 98. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 25% medium ■ 25% new
357 out of 711 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

72 → 70 → 74 → 64 → 98 new funds/Q
New funds entering each quarter: 70 → 74 → 64 → 98. A growing number of institutions are discovering DFIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 17% 1-2yr ■ 34% new
Of 712 current holders: 347 (49%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
20 of 711 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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: DFIV

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

Market Analysis: DFIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFIV

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

No strong consensus or elite conviction detected among institutional holders.

35 top-rated funds 65 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: DFIV
2026 Q1 Stats Unlock in 21 days 712 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 712 655 8.7%
13F Shares 227M 232M -2.26%
Total Value $11.31B $10.68B 5.87%
New Positions 98 64 +34
Increased Positions 303 307 -4
Closed Positions 42 36 +6
Reduced Positions 193 177 +16
Total Calls 0 0 -
Total Puts 1 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

712 + investors

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

Top 25 institutional holders of DFIV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 DIXON FNANCIAL SERVICES, INC. 29.45% 1,242,941 $65.6M
2 Financially in Tune, LLC 20.29% 447,138 $23.6M
3 Disciplined Equity Management, Inc. 10.60% 399,817 $21.1M
4 JDH Wealth Management, LLC 10.39% 292,069 $15.4M
5 Trinity Financial Advisors LLC 9.95% 662,168 $34.9M
6 Parkwoods Wealth Partners, LLC 9.94% 768,451 $40.6M
7 Capstone Wealth Management, LLC 9.74% 264,582 $14.0M
8 Shearwater Capital LLC 9.48% 342,478 $18.1M
9 VESTIA PERSONAL WEALTH ADVISORS 9.29% 374,794 $19.8M
10 BAYSHORE ASSET MANAGEMENT, LLC 9.23% 439,261 $23.2M
11 KEB ASSET MANAGEMENT, LLC 8.97% 886,759 $46.8M
12 DOPKINS WEALTH MANAGEMENT, LLC 8.21% 387,218 $20.4M
13 Meritas Wealth Management, LLC 8.06% 337,627 $17.8M
14 JACKSON THORNTON WEALTH MANAGEMENT, LLC 7.95% 1,602,043 $88.3M
15 ANDREWS, LUCIA WEALTH MANAGEMENT LLC 6.65% 210,747 $11.1M
16 Peirce Capital Management, LLC 6.63% 321,345 $17.0M
17 Vistica Wealth Advisors, LLC 6.46% 122,846 $6.5M
18 Prism Advisors, Inc. 5.88% 417,363 $22.0M
19 Squire Investment Management Company, LLC 5.83% 397,188 $21.0M
20 Plancorp, LLC 5.74% 3,664,235 $202.0M
21 CLARIS ADVISORS, LLC / MO / 5.66% 358,252 $18.9M
22 ATLas Financial Planning LLC 5.61% 118,599 $6.3M
23 ECLECTIC ASSOCIATES INC /ADV 5.54% 791,320 $41.8M
24 ShankerValleau Wealth Advisors, Inc. 5.42% 364,439 $19.2M
25 Petersen Hastings Wealth Advisors Inc. 5.41% 1,119,781 $59.1M
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 — 63% buying: Last quarter: 401 funds were net buyers (98 opened a brand new position + 303 added to an existing one). Only 234 were sellers (192 trimmed + 42 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIV holders?

Smaller funds dominant — 17% AUM from top-100: 20 of 711 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFIV?

50% of holders stayed for 2+ years: 357 out of 711 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.

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.