Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +39
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — DFLV

Based on 329 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 DFLV 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
329 hedge funds hold DFLV 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 — +35% more funds vs a year ago

fund count last 6Q
+85 new funds entered over the past year (+35% 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 — 75% buying

237 buying81 selling
Last quarter: 237 funds were net buyers (55 opened a brand new position + 182 added to an existing one). Only 81 were sellers (65 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+23 vs last Q)

new funds entering per quarter
Funds opening a new DFLV position: 26 → 39 → 32 → 55. 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, 28% new

■ 39% conviction (2yr+) ■ 34% medium ■ 28% new
Of the 329 current holders: 127 (39%) held >2 years, 111 held 1–2 years, and 91 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

48 → 26 → 39 → 32 → 55 new funds/Q
New funds entering each quarter: 26 → 39 → 32 → 55. A growing number of institutions are discovering DFLV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 30% veterans, 42% new entrants

■ 30% veterans ■ 28% 1-2yr ■ 42% new
Of 330 current holders: 100 (30%) held 2+ years, 92 held 1–2 years, 138 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
12 of 329 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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: DFLV

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

Market Analysis: DFLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFLV

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

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 35 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFLV
2026 Q1 Stats Unlock in 19 days 330 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 330 290 13.79%
13F Shares 120M 103M 15.52%
Total Value $4.13B $3.40B 21.46%
New Positions 55 32 +23
Increased Positions 182 179 +3
Closed Positions 16 16 -
Reduced Positions 66 51 +15
Total Calls 0 0 -
Total Puts 2 0 100%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFLV

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

330 + investors

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

Top 25 institutional holders of DFLV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tumwater Wealth Management, LLC 12.85% 894,899 $32.0M
2 MOSAIC FAMILY WEALTH PARTNERS, LLC 10.95% 2,995,202 $107.0M
3 Team Hewins, LLC 10.02% 944,372 $33.7M
4 Tilson Financial Group, Inc. 8.37% 781,347 $27.9M
5 GREAT OAK CAPITAL PARTNERS, LLC 7.82% 913,706 $33.6M
6 Navigate Wealth Management, LLC 7.63% 291,137 $10.9M
7 DiNuzzo Private Wealth, Inc. 6.94% 1,804,410 $64.4M
8 Foundry Financial LLC 6.46% 426,999 $15.2M
9 Compass Advisory Group LLC 5.30% 554,370 $19.8M
10 Root Financial Partners, LLC 5.19% 3,143,873 $112.3M
11 Mustard Seed Financial, LLC 4.77% 222,848 $8.0M
12 Trinity Financial Advisors LLC 4.70% 462,490 $16.5M
13 Longview Financial Advisors LLC 4.44% 229,013 $8.2M
14 McGrath & Associates, Inc. 4.43% 51,589 $3.0M
15 Foster Group, Inc. 4.31% 4,059,266 $145.0M
16 Equita Financial Network, Inc. 4.08% 363,171 $13.0M
17 First Financial Group Corp 3.99% 136,991 $4.9M
18 WJ Wealth Management, LLC 3.99% 238,609 $8.5M
19 KELLY FINANCIAL GROUP LLC 3.79% 422,016 $15.1M
20 Quent Capital, LLC 3.74% 1,475,653 $52.7M
21 PHILLIPS FINANCIAL MANAGEMENT, LLC 3.66% 1,411,955 $50.4M
22 BOS Asset Management, LLC 3.48% 381,397 $13.6M
23 West Financial Advisors, LLC 3.47% 571,794 $20.4M
24 ECLECTIC ASSOCIATES INC /ADV 3.17% 669,753 $23.9M
25 Cordant, Inc. 3.04% 209,434 $7.5M
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 (DFLV)

What does the Smart Money Trend signal show for DFLV?

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

More buyers than sellers — 75% buying: Last quarter: 237 funds were net buyers (55 opened a brand new position + 182 added to an existing one). Only 81 were sellers (65 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFLV holders?

Smaller funds dominant — 6% AUM from top-100: 12 of 329 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFLV?

Mixed — 39% long-term, 28% new: Of the 329 current holders: 127 (39%) held >2 years, 111 held 1–2 years, and 91 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.