Dimensional ETF Trust (DFNM): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Dimensional ETF Trust (DFNM) following the 2026 Q1 hedge fund 13F filings?

As of today, DFNM has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), DFNM gained +0.8% 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.

Dimensional ETF Trust (DFNM)

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

Smart Money Signals — DFNM

Based on 275 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 DFNM 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

275 hedge funds hold DFNM 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.

📶

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

fund count last 6Q

+46 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

183 buying79 selling

Last quarter: 183 funds were net buyers (30 opened a brand new position + 153 added to an existing one). Only 79 were sellers (58 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 23 → 23 → 44 → 30. 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.

📌

Mixed — 39% long-term, 24% new

■ 39% conviction (2yr+) ■ 37% medium ■ 24% new

Of the 275 current holders: 106 (39%) held >2 years, 102 held 1–2 years, and 67 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.

🚀

Acceleration phase — new buyers rushing in

27 → 23 → 23 → 44 → 30 new funds/Q

New funds entering each quarter: 23 → 23 → 44 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 40% veterans vs 35% newcomers

■ 40% veterans ■ 26% 1-2yr ■ 35% new

Entry-cohort mix of 275 holders: 109 (40%) are 2+ year veterans, 71 entered 1–2 years ago, and 95 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

11 of 274 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q1)	Prior (2025 Q4)	Change
Funds Holding	274	266	3.01%
13F Shares	37M	33M	10.24%
Total Value	$1.75B	$1.60B	9.23%
New Positions	30	44	-14
Increased Positions	153	143	+10
Closed Positions	22	17	+5
Reduced Positions	57	52	+5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

274

266

3.01%

13F Shares

37M

33M

10.24%

Total Value

$1.75B

$1.60B

9.23%

New Positions

-14

Increased Positions

153

143

+10

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

274 + investors

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

QUARTER:

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

Top 25 DFNM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Waterford Advisors, LLC	8.09%	536,335	$25.5M
2	Yardley Wealth Management LLC	7.87%	320,613	$15.4M
3	Vested Financial Planning, LLC	7.40%	202,623	$9.7M
4	Vestment Financial LLC	7.31%	320,538	$15.5M
5	Rather & Kittrell, Inc.	6.61%	894,173	$42.9M
6	HFM Investment Advisors, LLC	6.60%	358,188	$17.2M
7	Mattern Wealth Management LLC	4.96%	530,248	$25.4M
8	Dopkins Wealth Management, LLC	4.62%	239,917	$11.5M
9	Entrewealth, LLC	4.59%	213,809	$10.2M
10	McMill Wealth Management	4.56%	354,109	$17.2M
11	Wheelhouse Advisory Group LLC	4.40%	276,943	$13.3M
12	RAM Investment Partners, LLC	4.35%	516,432	$24.8M
13	Optimus Capital Advisors, LLC	4.24%	150,454	$7.2M
14	Citrine Capital LLC	4.01%	192,884	$9.2M
15	Sentinel Wealth Management, INC.	3.94%	102,851	$4.9M
16	E-Wealth Partners, LLC	3.93%	97,114	$4.7M
17	Strathmore Capital Advisors, Inc.	3.70%	270,876	$13.1M
18	Symmetry Partners, LLC	3.61%	1,317,339	$63.1M
19	Compass Financial Group, Inc.	3.57%	165,382	$7.9M
20	Austin Wealth Management, LLC	3.57%	327,330	$15.7M
21	Vestia Personal Wealth Advisors	3.33%	147,771	$7.1M
22	Truepoint, Inc.	3.31%	3,095,714	$148.4M
23	Porter White Investment Advisors, Inc.	3.26%	169,995	$8.1M
24	BCO Wealth Management LLC	3.12%	108,280	$5.2M
25	Awm Capital, LLC	3.12%	718,457	$34.4M

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 (DFNM)

What does the Smart Money Trend signal show for DFNM?

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

More buyers than sellers — 70% buying: Last quarter: 183 funds were net buyers (30 opened a brand new position + 153 added to an existing one). Only 79 were sellers (58 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFNM holders?

Smaller funds dominant — 3% AUM from top-100: 11 of 274 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFNM?

Mixed — 39% long-term, 24% new: Of the 275 current holders: 106 (39%) held >2 years, 102 held 1–2 years, and 67 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.

Is it too late to buy Dimensional ETF Trust (DFNM) following the 2026 Q1 hedge fund 13F filings?

As of today, DFNM has moved +0.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), DFNM has gained +0.8% 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.

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Dimensional ETF Trust (DFNM)

Smart Money Signals — DFNM

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

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

More buyers than sellers — 70% buying

Fewer new buyers each quarter (-14 vs last Q)

Mixed — 39% long-term, 24% new

Acceleration phase — new buyers rushing in

Veteran-anchored — 40% veterans vs 35% newcomers

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — DFNM

Hedge Fund Ownership: DFNM

Market Analysis: DFNM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFNM

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

Hedge Fund Positioning: DFNM

Statistics: DFNM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Dimensional ETF Trust (DFNM)

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