Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFIV)

836 + 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
↑ +63
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — DFIV

Based on 846 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 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
846 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 — +36% more funds vs a year ago

fund count last 6Q
+226 new funds entered over the past year (+36% 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.
🟡

Slight buying edge — 59% buying

457 buying317 selling
Last quarter: 457 funds bought or added vs 317 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 82 → 73 → 120 → 109. 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.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 28% medium ■ 26% new
384 out of 846 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

77 → 82 → 73 → 120 → 109 new funds/Q
New funds entering each quarter: 82 → 73 → 120 → 109. A growing number of institutions are discovering DFIV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 48% veterans vs 35% newcomers

■ 48% veterans ■ 17% 1-2yr ■ 35% new
Entry-cohort mix of 847 holders: 407 (48%) are 2+ year veterans, 146 entered 1–2 years ago, and 294 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
25 of 846 holders rank in the top 100 by AUM, accounting for 29% 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.

Institutional Sentiment Summary — DFIV

In 2026 Q1, 457 hedge funds were net buyers of DFIV (109 opened a new position, 348 added to an existing one), while 317 reduced or exited (271 trimmed, 46 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 29% of total institutional value in DFIV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +63 funds (more new holders than closures). Total institutional holders: 846.

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

-- --

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

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

Signal Freshness measures how much DFIV 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
DFIV
+5.9%
SPY
+15.9%

DFIV outperformed SPY by -10.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DFIV
+1.9%
SPY
+2.0%

Since the filing became public, DFIV outperformed SPY by -0.1% .

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.

19 top-rated funds 88 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: DFIV
836 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 836 783 6.77%
13F Shares 278M 233M 19.4%
Total Value $14.51B $11.62B 24.81%
New Positions 102 120 -18
Increased Positions 346 318 +28
Closed Positions 49 43 +6
Reduced Positions 270 217 +53
Total Calls 1 0 100%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFIV

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Institutional Holders (2026 Q1)

836 + 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:
Top 25 DFIV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dixon Fnancial Services, INC. 29.45% 1,242,941 $65.6M
2 Team Hewins, LLC 27.63% 1,761,273 $93.0M
3 Financially in Tune, LLC 20.29% 447,138 $23.6M
4 Robinswood Financial LLC 16.60% 249,488 $13.2M
5 Pinney & Scofield, INC. 12.09% 424,833 $22.4M
6 Fischer Investment Strategies, LLC 11.02% 357,778 $18.9M
7 Disciplined Equity Management, Inc. 10.60% 399,817 $21.1M
8 JDH Wealth Management, LLC 10.39% 292,069 $15.4M
9 Trinity Financial Advisors LLC 9.95% 662,168 $34.9M
10 Parkwoods Wealth Partners, LLC 9.94% 768,451 $40.6M
11 KM Capital Management Ltd. 9.84% 262,925 $14.6M
12 Capstone Wealth Management, LLC 9.74% 264,582 $14.0M
13 Shearwater Capital LLC 9.48% 342,478 $18.1M
14 Vestia Personal Wealth Advisors 9.29% 374,794 $19.8M
15 Bayshore Asset Management, LLC 9.23% 439,261 $23.2M
16 Keb Asset Management, LLC 8.97% 886,759 $46.8M
17 Index Fund Advisors, Inc. 8.43% 3,550,562 $187.4M
18 Dopkins Wealth Management, LLC 8.21% 387,218 $20.4M
19 Elevate Wealth Advisory, Inc 8.11% 243,563 $12.9M
20 Meritas Wealth Management, LLC 8.06% 337,627 $17.8M
21 Jackson Thornton Wealth Management, LLC 7.95% 1,602,043 $88.3M
22 Allen Wealth Management, LLC 7.71% 291,996 $15.4M
23 Landaas & Co /Wi /Adv 7.32% 632,114 $33.4M
24 McMill Wealth Management 7.18% 511,789 $27.0M
25 Wealth Management Nebraska 7.10% 1,328,121 $70.1M
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?

Slight buying edge — 59% buying: Last quarter: 457 funds bought or added vs 317 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DFIV holders?

Strong quality — 29% AUM from major funds: 25 of 846 holders rank in the top 100 by AUM, accounting for 29% 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: 384 out of 846 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 Q1 hedge fund 13F filings?

As of today, DFIV has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), DFIV has gained +5.9% 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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