Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFSD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
11Q ▲
Buyers last Q
74%

Smart Money Signals — DFSD

Based on 422 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 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
422 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 — +29% more funds vs a year ago

fund count last 6Q
+94 new funds entered over the past year (+29% 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

308 buying106 selling
Last quarter: 308 funds were net buyers (49 opened a brand new position + 259 added to an existing one). Only 106 were sellers (83 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-19 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 40 → 34 → 68 → 49. 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, 27% new

■ 39% conviction (2yr+) ■ 34% medium ■ 27% new
Of the 422 current holders: 163 (39%) held >2 years, 144 held 1–2 years, and 115 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

39 → 40 → 34 → 68 → 49 new funds/Q
New funds entering each quarter: 40 → 34 → 68 → 49. 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.
📊

Mixed cohorts — 39% veterans, 35% new entrants

■ 39% veterans ■ 26% 1-2yr ■ 35% new
Of 422 current holders: 166 (39%) held 2+ years, 110 held 1–2 years, 146 (35%) 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
16 of 422 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — DFSD

In 2026 Q1, 308 hedge funds were net buyers of DFSD (49 opened a new position, 259 added to an existing one), while 106 reduced or exited (83 trimmed, 23 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 422.

Hedge Fund Ownership: DFSD

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

Market Analysis: DFSD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFSD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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

Signal Freshness measures how much DFSD has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
DFSD
+0.1%
SPY
+15.9%

DFSD outperformed SPY by -15.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
DFSD
+0.7%
SPY
+2.0%

Since the filing became public, DFSD outperformed SPY by -1.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 80 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: DFSD
417 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 417 396 5.3%
13F Shares 111M 98M 13.58%
Total Value $5.25B $4.70B 11.7%
New Positions 46 68 -22
Increased Positions 258 232 +26
Closed Positions 25 30 -5
Reduced Positions 82 67 +15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSD

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Institutional Holders (2026 Q1)

417 + 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:
Top 25 DFSD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Rachor Investment Advisory Services, LLC 36.55% 1,452,715 $69.6M
2 Signature Resources Capital Management, LLC 17.54% 773,080 $37.0M
3 Wolfstich Capital, LLC 17.11% 409,693 $19.6M
4 Curio Wealth, LLC 15.68% 958,276 $45.9M
5 Sterling Wealth Advisors Inc 13.75% 500,013 $24.1M
6 Planning Center, Inc. 13.62% 2,808,255 $134.5M
7 Ruedi Wealth Management, Inc. 13.53% 1,097,303 $52.5M
8 SageOak Financial, LLC 13.50% 401,283 $19.2M
9 Cornerstone Wealth Partners, LLC 12.40% 456,631 $21.9M
10 Pacific Asset Management, LLC 11.20% 419,016 $20.1M
11 Vestment Financial LLC 10.85% 477,806 $23.0M
12 Valued Wealth Advisors LLC 10.82% 557,734 $26.7M
13 55 North Private Wealth, LLC 10.78% 879,329 $42.1M
14 DiNuzzo Private Wealth, Inc. 10.53% 2,041,183 $97.7M
15 Keyes, Stange & Wooten Wealth Management, LLC 10.53% 492,749 $23.6M
16 BCO Wealth Management LLC 10.31% 358,326 $17.2M
17 Beaird Harris Wealth Management, LLC 10.12% 3,109,706 $148.9M
18 Rather & Kittrell, Inc. 9.84% 1,332,011 $63.8M
19 Wheelhouse Advisory Group LLC 9.80% 617,530 $29.6M
20 Market Street Wealth Management Advisors LLC 9.40% 1,245,625 $59.6M
21 Great Waters Wealth Management 9.04% 1,783,924 $85.4M
22 WPWealth LLP 8.85% 1,209,899 $57.9M
23 RAM Investment Partners, LLC 8.40% 998,462 $47.8M
24 Oceanside Advisors LLC 8.21% 300,494 $14.4M
25 Verisail Partners, LLC 7.89% 406,326 $19.5M
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: 308 funds were net buyers (49 opened a brand new position + 259 added to an existing one). Only 106 were sellers (83 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: 16 of 422 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?

Mixed — 39% long-term, 27% new: Of the 422 current holders: 163 (39%) held >2 years, 144 held 1–2 years, and 115 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 (DFSD) following the 2026 Q1 hedge fund 13F filings?

As of today, DFSD has moved +0.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), DFSD has gained +0.1% 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.

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.

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