Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFNM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
11Q ▲
Buyers last Q
71%

Smart Money Signals — DFNM

Based on 241 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 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
241 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 — +18% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 71% buying

168 buying67 selling
Last quarter: 168 funds were net buyers (37 opened a brand new position + 131 added to an existing one). Only 67 were sellers (50 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new DFNM position: 22 → 23 → 22 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 32% medium ■ 24% new
104 out of 241 hedge funds have held DFNM 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

36 → 22 → 23 → 22 → 37 new funds/Q
New funds entering each quarter: 22 → 23 → 22 → 37. A growing number of institutions are discovering DFNM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 38% new entrants

■ 39% veterans ■ 24% 1-2yr ■ 38% new
Of 241 current holders: 93 (39%) held 2+ years, 57 held 1–2 years, 91 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
10 of 241 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

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: DFNM

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

Market Analysis: DFNM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFNM

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

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 13 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFNM
2026 Q1 Stats Unlock in 19 days 241 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 241 221 9.05%
13F Shares 31M 27M 14.71%
Total Value $1.49B $1.30B 15.04%
New Positions 37 22 +15
Increased Positions 131 121 +10
Closed Positions 17 14 +3
Reduced Positions 50 55 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFNM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

241 + investors

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

Top 25 institutional holders of DFNM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yardley Wealth Management LLC 7.87% 320,613 $15.4M
2 Vested Financial Planning, LLC 7.40% 202,623 $9.7M
3 Vestment Financial LLC 7.31% 320,538 $15.5M
4 HFM Investment Advisors, LLC 6.60% 358,188 $17.2M
5 Mattern Wealth Management LLC 4.96% 530,248 $25.4M
6 DOPKINS WEALTH MANAGEMENT, LLC 4.62% 239,917 $11.5M
7 Wheelhouse Advisory Group LLC 4.40% 276,943 $13.3M
8 Citrine Capital LLC 4.01% 192,884 $9.2M
9 Strathmore Capital Advisors, Inc. 3.70% 270,876 $13.1M
10 Symmetry Partners, LLC 3.61% 1,317,339 $63.1M
11 Austin Wealth Management, LLC 3.57% 327,330 $15.7M
12 VESTIA PERSONAL WEALTH ADVISORS 3.33% 147,771 $7.1M
13 BCO Wealth Management LLC 3.12% 108,280 $5.2M
14 25 LLC 3.07% 208,063 $10.0M
15 Guardian Wealth Management, LLC 2.72% 186,884 $9.0M
16 MBL Wealth, LLC 2.68% 739,735 $35.5M
17 Johnson Wealth Management, LLC 2.67% 115,379 $5.5M
18 Graves Light Lenhart Wealth, Inc. 2.41% 482,789 $23.1M
19 Mills Wealth Advisors LLC 2.17% 129,820 $6.2M
20 Foster Group, Inc. 2.08% 1,460,226 $70.0M
21 Core Wealth Management, Inc. 2.03% 138,331 $6.6M
22 Brady Martz Wealth Solutions, LLC 2.02% 247,711 $11.9M
23 PENNEY FINANCIAL, LLC 1.78% 97,028 $4.7M
24 West Financial Advisors, LLC 1.64% 201,939 $9.7M
25 Forza Wealth Management, LLC 1.63% 97,500 $4.7M
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 — 71% buying: Last quarter: 168 funds were net buyers (37 opened a brand new position + 131 added to an existing one). Only 67 were sellers (50 trimmed + 17 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFNM holders?

Smaller funds dominant — 4% AUM from top-100: 10 of 241 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFNM?

43% of holders stayed for 2+ years: 104 out of 241 hedge funds have held DFNM 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.