Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFSE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
11Q ▲
Buyers last Q
69%

Smart Money Signals — DFSE

Based on 155 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 DFSE 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
155 hedge funds hold DFSE 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 — +31% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+31% 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 — 69% buying

102 buying45 selling
Last quarter: 102 funds were net buyers (24 opened a brand new position + 78 added to an existing one). Only 45 were sellers (38 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new DFSE position: 19 → 20 → 17 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 27% new

■ 39% conviction (2yr+) ■ 34% medium ■ 27% new
Of the 155 current holders: 61 (39%) held >2 years, 52 held 1–2 years, and 42 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 — ~24 new funds/quarter

22 → 19 → 20 → 17 → 24 new funds/Q
New funds entering each quarter: 19 → 20 → 17 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 41% new entrants

■ 37% veterans ■ 22% 1-2yr ■ 41% new
Of 155 current holders: 58 (37%) held 2+ years, 34 held 1–2 years, 63 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
5 of 155 holders rank in the top 100 by AUM, but together hold only 0% 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.

Hedge Fund Ownership: DFSE

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

Market Analysis: DFSE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFSE

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

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 2 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: DFSE
2026 Q1 Stats Unlock in 17 days 155 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 155 138 12.32%
13F Shares 7M 7M 8.02%
Total Value $299M $275M 9.01%
New Positions 24 17 +7
Increased Positions 78 61 +17
Closed Positions 7 11 -4
Reduced Positions 38 37 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSE

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

155 + investors

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

Top 25 institutional holders of DFSE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Five Oceans Advisors 6.72% 438,287 $18.6M
2 Citrine Capital LLC 6.04% 328,652 $13.9M
3 Quantum Financial Advisors, LLC 2.60% 546,242 $23.1M
4 Allodium Investment Consultants, LLC 1.57% 77,439 $3.3M
5 Navigoe, LLC 1.38% 55,132 $2K
6 Abacus Wealth Partners, LLC 1.32% 340,438 $14.4M
7 QUARRY HILL ADVISORS, LLC 0.98% 50,033 $2.4M
8 Longview Financial Advisors LLC 0.86% 37,483 $1.6M
9 MASECO LLP 0.78% 588,403 $24.9M
10 New Capital Management LP 0.71% 68,277 $2.9M
11 DRIVE WEALTH MANAGEMENT, LLC 0.67% 74,388 $3.2M
12 SEVEN MILE ADVISORY 0.63% 20,479 $868K
13 Cordant, Inc. 0.60% 34,964 $1.5M
14 Equita Financial Network, Inc. 0.59% 44,327 $1.9M
15 Sensenig Capital Advisors, Inc 0.56% 12,880 $546K
16 SOL Capital Management CO 0.50% 30,153 $1.0M
17 Triune Financial Partners, LLC 0.46% 45,307 $1.9M
18 Northland Capital Management LLC 0.40% 17,359 $735K
19 Meritas Wealth Management, LLC 0.39% 20,228 $857K
20 Cambridge Financial Group, LLC 0.37% 25,710 $1.1M
21 McGrath & Associates, Inc. 0.37% 6,487 $249K
22 Klaas Financial Asset Advisors, LLC 0.28% 48,078 $2.0M
23 Elser Financial Planning, Inc 0.26% 126,714 $5.3M
24 Henrickson Nauta Wealth Advisors, Inc. 0.24% 20,278 $859K
25 Forum Financial Management, LP 0.22% 374,559 $15.9M
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 (DFSE)

What does the Smart Money Trend signal show for DFSE?

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

More buyers than sellers — 69% buying: Last quarter: 102 funds were net buyers (24 opened a brand new position + 78 added to an existing one). Only 45 were sellers (38 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSE holders?

Smaller funds dominant — 0% AUM from top-100: 5 of 155 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFSE?

Mixed — 39% long-term, 27% new: Of the 155 current holders: 61 (39%) held >2 years, 52 held 1–2 years, and 42 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.