Stock Analysis

DAVIS FUNDAMENTAL ETF TR (DFNL)

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
70%

Smart Money Signals — DFNL

Based on 48 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added this stock 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 trade.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
48 hedge funds hold this stock 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 'crowded trade' — high ownership doesn't mean safe.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 70% buying

31 buying13 selling
Last quarter: 31 funds were net buyers (10 opened a brand new position + 21 added to an existing one). Only 13 were sellers (10 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 3 → 4 → 4 → 10. A growing number of new institutional buyers means the stock is still being discovered — the opportunity hasn't been fully priced in.
🔒

60% of holders stayed for 2+ years

60% conviction (2yr+) 17% medium 23% new
29 out of 48 hedge funds have held this stock for over 2 years without selling. Long-term holders are harder to shake out during market dips — they represent a stable ownership base that reduces the risk of sudden mass selling.
💰

Value +40% but shares only +24% — price-driven

Value
+40%
Shares
+23%
Last quarter: the total dollar value of institutional holdings rose +40%, but actual share count only changed +24%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

3 → 3 → 4 → 4 → 10 new funds/Q
New funds entering each quarter: 3 → 4 → 4 → 10. A growing number of institutions are discovering this stock each quarter. The idea is still spreading — there is room for more buyers to enter.
🏛️

Deep conviction — 67% of holders stayed 2+ years

67% veterans 10% 1-2yr 23% new
Of 48 current holders: 32 (67%) 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 — 19% top-100 AUM

19% from top-100 AUM funds
Only 9 of 48 current holders rank in the top 100 by AUM. The stock is held mostly by smaller and mid-sized funds — the largest institutional players haven't yet built significant positions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Hedge Fund Ownership: DFNL

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

Market Analysis: DFNL

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Analyst Price Targets

-- Low
-- High
-- Average
-- Current

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFNL

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Hedge Fund Positioning: DFNL
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Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change

Statistics: DFNL

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Valuation Measures Data as of: --

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Financial Highlights

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Institutional Holders (2025 Q4)
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Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy
Price
13F Score™ 3Y / 7Y Shares Mkt Value Change Change % Source Quarter Filed