Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
2Q ▲
Buyers last Q
89%

Smart Money Signals — DFSB

Based on 102 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DFSB 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
102 hedge funds hold DFSB 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 — +26% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+26% 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 — 89% buying

83 buying10 selling
Last quarter: 83 funds were net buyers (14 opened a brand new position + 69 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 9 → 10 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 32% long-term, 25% new

■ 32% conviction (2yr+) ■ 42% medium ■ 25% new
Of the 102 current holders: 33 (32%) held >2 years, 43 held 1–2 years, and 26 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.
➡️

Steady discovery — ~14 new funds/quarter

25 → 15 → 9 → 10 → 14 new funds/Q
New funds entering each quarter: 15 → 9 → 10 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 27% veterans, 49% new entrants

■ 27% veterans ■ 24% 1-2yr ■ 49% new
Of 102 current holders: 28 (27%) held 2+ years, 24 held 1–2 years, 50 (49%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
4 of 102 holders rank in the top 100 by AUM, but together hold only 1% 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.

Hedge Fund Ownership: DFSB

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

Market Analysis: DFSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFSB

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

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 5 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: DFSB
2026 Q1 Stats Unlock in 21 days 102 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 102 92 10.87%
13F Shares 7M 6M 12.74%
Total Value $358M $327M 9.62%
New Positions 14 10 +4
Increased Positions 69 50 +19
Closed Positions 4 4 -
Reduced Positions 6 12 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSB

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)

102 + investors

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

Top 25 institutional holders of DFSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abacus Wealth Partners, LLC 12.33% 2,610,181 $135.1M
2 Citrine Capital LLC 3.71% 165,210 $8.5M
3 Quantum Financial Advisors, LLC 3.06% 526,362 $27.2M
4 MASECO LLP 3.01% 1,856,701 $96.0M
5 Allodium Investment Consultants, LLC 2.59% 104,718 $5.4M
6 Planning Center, Inc. 0.99% 188,959 $9.8M
7 Vermillion Wealth Management, Inc. 0.60% 29,560 $1.5M
8 Samalin Investment Counsel, LLC 0.50% 27,094 $1.4M
9 Creative Capital Management Investments LLC 0.40% 26,629 $1.4M
10 Wealth Advisors Northwest LLC 0.38% 17,538 $907K
11 AA Financial Advisors, LLC 0.31% 42,789 $2.2M
12 Skyline Advisors, Inc. 0.30% 16,851 $872K
13 SUMMIT WEALTH GROUP LLC / CO 0.27% 49,498 $2.6M
14 Strathmore Capital Advisors, Inc. 0.26% 17,468 $911K
15 Aerodigm Wealth, LLC 0.26% 13,214 $684K
16 Ballast Rock Private Wealth LLC 0.22% 7,794 $403K
17 Flagstone Financial Management 0.22% 17,130 $886K
18 Composition Wealth, LLC 0.17% 245,066 $12.7M
19 Shore Point Advisors, LLC 0.16% 7,868 $407K
20 BetterWealth, LLC 0.16% 15,656 $810K
21 Level Financial Advisors 0.13% 10,059 $520K
22 Tanager Wealth Management LLP 0.13% 25,926 $1.3M
23 Apella Capital, LLC 0.12% 159,046 $8.3M
24 RW Investment Management LLC 0.11% 22,208 $1.1M
25 Long Island Wealth Management, Inc. 0.10% 4,374 $226K
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 (DFSB)

What does the Smart Money Trend signal show for DFSB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DFSB 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 DFSB?

More buyers than sellers — 89% buying: Last quarter: 83 funds were net buyers (14 opened a brand new position + 69 added to an existing one). Only 10 were sellers (6 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSB holders?

Smaller funds dominant — 1% AUM from top-100: 4 of 102 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFSB?

Mixed — 32% long-term, 25% new: Of the 102 current holders: 33 (32%) held >2 years, 43 held 1–2 years, and 26 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.