Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — DFSI

Based on 200 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 DFSI 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
200 hedge funds hold DFSI 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 — +33% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+33% 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 — 67% buying

123 buying60 selling
Last quarter: 123 funds were net buyers (26 opened a brand new position + 97 added to an existing one). Only 60 were sellers (49 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new DFSI position: 25 → 21 → 20 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 24% new

■ 37% conviction (2yr+) ■ 40% medium ■ 24% new
Of the 200 current holders: 74 (37%) held >2 years, 79 held 1–2 years, and 47 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 — ~26 new funds/quarter

25 → 25 → 21 → 20 → 26 new funds/Q
New funds entering each quarter: 25 → 21 → 20 → 26. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 38% new entrants

■ 34% veterans ■ 28% 1-2yr ■ 38% new
Of 200 current holders: 67 (34%) held 2+ years, 56 held 1–2 years, 77 (38%) 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
6 of 200 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.
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: DFSI

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

Market Analysis: DFSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFSI

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

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 5 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: DFSI
2026 Q1 Stats Unlock in 21 days 200 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 200 185 8.11%
13F Shares 13M 12M 6.18%
Total Value $568M $511M 11.08%
New Positions 26 20 +6
Increased Positions 97 94 +3
Closed Positions 11 11 -
Reduced Positions 49 36 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

200 + investors

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

Top 25 institutional holders of DFSI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Citrine Capital LLC 7.17% 389,981 $16.5M
2 Five Oceans Advisors 6.20% 403,966 $17.1M
3 Quantum Financial Advisors, LLC 4.00% 840,411 $35.6M
4 Allodium Investment Consultants, LLC 3.94% 194,032 $8.2M
5 QUARRY HILL ADVISORS, LLC 2.28% 120,223 $5.5M
6 Abacus Wealth Partners, LLC 2.27% 586,104 $24.9M
7 Laurel Wealth Planning LLC 2.12% 94,894 $4.0M
8 New Capital Management LP 1.88% 180,145 $7.6M
9 MASECO LLP 1.31% 987,534 $41.8M
10 Aspen Capital Management, LLC 0.96% 91,590 $3.9M
11 Northland Capital Management LLC 0.88% 38,019 $1.6M
12 Equita Financial Network, Inc. 0.88% 65,819 $2.8M
13 Corus Family Wealth Advisors 0.86% 24,904 $1.1M
14 Planning Center, Inc. 0.78% 181,791 $7.7M
15 Longview Financial Advisors LLC 0.75% 32,650 $1.4M
16 Sensenig Capital Advisors, Inc 0.74% 16,918 $717K
17 McGrath & Associates, Inc. 0.71% 11,440 $485K
18 Cambridge Financial Group, LLC 0.67% 46,683 $2.0M
19 Trellis Wealth Advisors LLC 0.63% 38,934 $1.7M
20 SOL Capital Management CO 0.57% 32,245 $1.2M
21 Creative Capital Management Investments LLC 0.56% 46,433 $2.0M
22 Henrickson Nauta Wealth Advisors, Inc. 0.56% 46,669 $2.0M
23 Cordant, Inc. 0.52% 30,045 $1.3M
24 Elser Financial Planning, Inc 0.48% 233,159 $9.9M
25 Joel Adams & Associates, Inc. 0.41% 13,031 $553K
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 (DFSI)

What does the Smart Money Trend signal show for DFSI?

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

More buyers than sellers — 67% buying: Last quarter: 123 funds were net buyers (26 opened a brand new position + 97 added to an existing one). Only 60 were sellers (49 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSI holders?

Smaller funds dominant — 0% AUM from top-100: 6 of 200 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 DFSI?

Mixed — 37% long-term, 24% new: Of the 200 current holders: 74 (37%) held >2 years, 79 held 1–2 years, and 47 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.