Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFSE)

170 + 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
↑ +8
Streak
11Q ▲
Buyers last Q
62%

Smart Money Signals — DFSE

Based on 171 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 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
171 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 — +29% more funds vs a year ago

fund count last 6Q
+38 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 — 62% buying

100 buying60 selling
Last quarter: 100 funds were net buyers (20 opened a brand new position + 80 added to an existing one). Only 60 were sellers (48 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 17 → 24 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 23% new

■ 39% conviction (2yr+) ■ 39% medium ■ 23% new
Of the 171 current holders: 66 (39%) held >2 years, 66 held 1–2 years, and 39 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 — ~20 new funds/quarter

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

Veteran-anchored — 41% veterans vs 36% newcomers

■ 41% veterans ■ 23% 1-2yr ■ 36% new
Entry-cohort mix of 171 holders: 70 (41%) are 2+ year veterans, 40 entered 1–2 years ago, and 61 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
8 of 171 holders rank in the top 100 by AUM, but together hold only 2% 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.

Institutional Sentiment Summary — DFSE

In 2026 Q1, 100 hedge funds were net buyers of DFSE (20 opened a new position, 80 added to an existing one), while 60 reduced or exited (48 trimmed, 12 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 171.

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

-- --

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

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

Signal Freshness measures how much DFSE 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 · 79d ago
DFSE
+17.1%
SPY
+13.9%

DFSE outperformed SPY by +3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DFSE
+4.2%
SPY
+0.2%

Since the filing became public, DFSE outperformed SPY by +4.0% .

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.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: DFSE
170 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 170 163 4.29%
13F Shares 9M 8M 4.47%
Total Value $372M $350M 6.12%
New Positions 20 24 -4
Increased Positions 80 84 -4
Closed Positions 13 7 +6
Reduced Positions 47 38 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSE

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Institutional Holders (2026 Q1)

170 + investors

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

QUARTER:
Top 25 DFSE holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Awm Capital, LLC 2.92% 760,676 $32.2M
4 Balanced Rock Investment Advisors LLC 2.64% 88,905 $3.8M
5 Retirement Solution LLC 2.61% 260,449 $11.0M
6 Quantum Financial Advisors, LLC 2.60% 546,242 $23.1M
7 Allodium Investment Consultants, LLC 1.57% 77,439 $3.3M
8 Abacus Wealth Partners, LLC 1.32% 340,438 $14.4M
9 Sachem Hill LLC 1.12% 136,088 $5.8M
10 Broadhurst Jeffrey B 1.00% 22,999 $974K
11 Quarry Hill Advisors, LLC 0.98% 50,033 $2.4M
12 Longview Financial Advisors LLC 0.86% 37,483 $1.6M
13 Francis Financial, Inc. 0.82% 104,993 $4.4M
14 Maseco LLP 0.78% 588,403 $24.9M
15 New Capital Management LP 0.71% 68,277 $2.9M
16 Wheels Up Wealth, Inc. 0.67% 16,773 $711K
17 Drive Wealth Management, LLC 0.67% 74,388 $3.2M
18 Seven Mile Advisory 0.63% 20,479 $868K
19 Cordant, Inc. 0.60% 34,964 $1.5M
20 Equita Financial Network, Inc. 0.59% 44,327 $1.9M
21 Wealth Architects, LLC 0.59% 156,151 $6.6M
22 Hill Island Financial LLC 0.57% 55,204 $2.3M
23 Sensenig Capital Advisors, Inc 0.56% 12,880 $546K
24 RAM Investment Partners, LLC 0.53% 71,045 $3.0M
25 SOL Capital Management CO 0.50% 30,153 $1.0M
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 — 62% buying: Last quarter: 100 funds were net buyers (20 opened a brand new position + 80 added to an existing one). Only 60 were sellers (48 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSE holders?

Smaller funds dominant — 2% AUM from top-100: 8 of 171 holders rank in the top 100 by AUM, but together hold only 2% 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, 23% new: Of the 171 current holders: 66 (39%) held >2 years, 66 held 1–2 years, and 39 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 (DFSE) following the 2026 Q1 hedge fund 13F filings?

As of today, DFSE has moved +4.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +4.0%. Since the quarter end (March 31, 2026), DFSE has gained +17.1% vs +13.9% 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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