Dimensional ETF Trust (DFSD) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Dimensional ETF Trust (DFSD) following the 2026 Q2 hedge fund 13F filings?

As of today, DFSD has moved -1.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), DFSD gained -1.9% vs +1.4% 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 (DFSD)

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

Smart Money Signals — DFSD

Based on 450 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added DFSD 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

450 hedge funds hold DFSD 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 — +30% more funds vs a year ago

fund count last 6Q

+103 new funds entered over the past year (+30% 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 — 74% buying

324 buying114 selling

Last quarter: 324 funds were net buyers (50 opened a brand new position + 274 added to an existing one). Only 114 were sellers (91 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~50 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 34 → 69 → 50 → 50. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 33% medium ■ 27% new

183 out of 450 hedge funds have held DFSD 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.

➡️

Steady discovery — ~50 new funds/quarter

41 → 34 → 69 → 50 → 50 new funds/Q

New funds entering each quarter: 34 → 69 → 50 → 50. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 40% veterans vs 34% newcomers

■ 40% veterans ■ 26% 1-2yr ■ 34% new

Entry-cohort mix of 450 holders: 182 (40%) are 2+ year veterans, 117 entered 1–2 years ago, and 151 (34%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

17 of 450 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.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	450	423	6.38%
13F Shares	143M	112M	27.58%
Total Value	$6.05B	$5.26B	14.93%
New Positions	50	50	-
Increased Positions	274	259	+15
Closed Positions	23	25	-2
Reduced Positions	91	83	+8
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

450

423

6.38%

13F Shares

143M

112M

27.58%

Total Value

$6.05B

$5.26B

14.93%

New Positions

Increased Positions

274

259

+15

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

450 + investors

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

QUARTER:

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

Top 25 DFSD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Rachor Investment Advisory Services, LLC	35.72%	1,519,287	$72.5M
2	Wolfstich Capital, LLC	18.87%	511,749	$24.4M
3	Curio Wealth, LLC	15.31%	1,033,379	$49.3M
4	Signature Resources Capital Management, LLC	15.30%	812,642	$38.8M
5	Woodward Financial Advisors, Inc.	13.69%	857,876	$41.0M
6	CPA Asset Management Group, LLC	13.49%	980,940	$46.8M
7	Sterling Wealth Advisors Inc	13.14%	506,127	$24.2M
8	Planning Center, Inc.	13.09%	2,904,314	$138.7M
9	SageOak Financial, LLC	12.99%	418,286	$20.0M
10	Ruedi Wealth Management, Inc.	12.82%	1,144,966	$54.7M
11	Cornerstone Wealth Partners, LLC	11.76%	529,635	$25.3M
12	Vestment Financial LLC	10.53%	492,736	$23.5M
13	Pacific Asset Management, LLC	10.52%	448,747	$21.4M
14	Valued Wealth Advisors LLC	10.43%	601,233	$28.7M
15	Wheelhouse Advisory Group LLC	10.39%	771,244	$36.8M
16	Keyes, Stange & Wooten Wealth Management, LLC	10.33%	541,966	$25.9M
17	55 North Private Wealth, LLC	10.09%	1,073,749	$51.3M
18	DiNuzzo Private Wealth, Inc.	9.83%	2,080,578	$99.3M
19	Beaird Harris Wealth Management, LLC	9.57%	3,199,436	$152.8M
20	Rather & Kittrell, Inc.	9.54%	1,429,896	$68.3M
21	Beacon Hill Wealth Management LTD.	9.43%	284,950	$13.6M
22	BCO Wealth Management LLC	9.32%	357,978	$17.1M
23	Market Street Wealth Management Advisors LLC	8.64%	1,271,511	$60.7M
24	Great Waters Wealth Management	8.62%	1,949,171	$93.1M
25	WPWealth LLP	8.42%	1,188,766	$56.8M

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 (DFSD)

What does the Smart Money Trend signal show for DFSD?

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

More buyers than sellers — 74% buying: Last quarter: 324 funds were net buyers (50 opened a brand new position + 274 added to an existing one). Only 114 were sellers (91 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSD holders?

Smaller funds dominant — 4% AUM from top-100: 17 of 450 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 DFSD?

41% of holders stayed for 2+ years: 183 out of 450 hedge funds have held DFSD 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.

Is it too late to buy Dimensional ETF Trust (DFSD) following the 2026 Q2 hedge fund 13F filings?

As of today, DFSD has moved -1.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.4% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (June 30, 2026), DFSD has gained -1.9% vs +1.4% 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 (DFSD)

Smart Money Signals — DFSD

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More buyers than sellers — 74% buying

Steady new buyers — ~50 new funds per quarter

41% of holders stayed for 2+ years

Steady discovery — ~50 new funds/quarter

Veteran-anchored — 40% veterans vs 34% newcomers

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — DFSD

Hedge Fund Ownership: DFSD

Market Analysis: DFSD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFSD

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

Hedge Fund Positioning: DFSD

Statistics: DFSD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFSD)

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