Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFSU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — DFSU

Based on 255 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 DFSU 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
255 hedge funds hold DFSU 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 — +32% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+32% 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

160 buying78 selling
Last quarter: 160 funds were net buyers (26 opened a brand new position + 134 added to an existing one). Only 78 were sellers (57 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 31 → 21 → 35 → 26. 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, 23% new

■ 39% conviction (2yr+) ■ 38% medium ■ 23% new
Of the 255 current holders: 100 (39%) held >2 years, 97 held 1–2 years, and 58 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.
📈

Growing discovery — still being found

22 → 31 → 21 → 35 → 26 new funds/Q
New funds entering each quarter: 31 → 21 → 35 → 26. A growing number of institutions are discovering DFSU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 36% veterans, 37% new entrants

■ 36% veterans ■ 27% 1-2yr ■ 37% new
Of 255 current holders: 91 (36%) held 2+ years, 69 held 1–2 years, 95 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
9 of 254 holders rank in the top 100 by AUM, but together hold only 1% 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 — DFSU

In 2026 Q1, 160 hedge funds were net buyers of DFSU (26 opened a new position, 134 added to an existing one), while 78 reduced or exited (57 trimmed, 21 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 255.

Hedge Fund Ownership: DFSU

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

Market Analysis: DFSU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFSU

-- --

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

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

Signal Freshness measures how much DFSU 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
DFSU
+13.1%
SPY
+13.9%

DFSU outperformed SPY by -0.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DFSU
+2.1%
SPY
+0.2%

Since the filing became public, DFSU outperformed SPY by +1.9% .

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.

5 top-rated funds 11 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFSU
254 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 254 250 1.6%
13F Shares 34M 32M 5.06%
Total Value $1.39B $1.41B -1.61%
New Positions 26 35 -9
Increased Positions 134 120 +14
Closed Positions 22 11 +11
Reduced Positions 56 58 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSU

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Institutional Holders (2026 Q1)

254 + investors

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

QUARTER:
Top 25 DFSU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Retirement Solution LLC 53.13% 5,466,368 $224.6M
2 Citrine Capital LLC 24.57% 1,379,142 $56.7M
3 Awm Capital, LLC 12.20% 3,280,951 $134.8M
4 Quantum Financial Advisors, LLC 11.07% 2,401,564 $98.7M
5 Broadhurst Jeffrey B 7.09% 168,250 $6.9M
6 Five Oceans Advisors 6.95% 467,329 $19.2M
7 Abacus Wealth Partners, LLC 4.81% 1,281,712 $52.7M
8 Donalies Financial Planning, LLC 4.73% 135,124 $5.6M
9 Momentous Wealth Management, Inc. 4.56% 194,063 $8.0M
10 Quarry Hill Advisors, LLC 4.51% 243,936 $11.0M
11 Wheels Up Wealth, Inc. 3.23% 83,718 $3.4M
12 Gibson Capital, LLC 2.87% 375,765 $15.4M
13 Allodium Investment Consultants, LLC 2.87% 145,937 $6.0M
14 Triune Financial Partners, LLC 2.75% 281,713 $11.6M
15 Maseco LLP 2.61% 2,024,355 $83.3M
16 Sensenig Capital Advisors, Inc 2.52% 59,795 $2.5M
17 New Capital Management LP 2.51% 247,490 $10.2M
18 MB Generational Wealth, LLC 2.38% 104,960 $4.3M
19 Northland Capital Management LLC 2.21% 98,160 $4.0M
20 Elevation Wealth Partners, LLC 2.12% 144,120 $5.9M
21 Longview Financial Advisors LLC 1.59% 71,298 $2.9M
22 Equita Financial Network, Inc. 1.54% 119,102 $4.9M
23 Joel Adams & Associates, Inc. 1.45% 47,597 $2.0M
24 Babb Wealth Advisors LLC 1.43% 63,664 $2.6M
25 Wolfstich Capital, LLC 1.34% 38,319 $1.5M
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 (DFSU)

What does the Smart Money Trend signal show for DFSU?

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

More buyers than sellers — 67% buying: Last quarter: 160 funds were net buyers (26 opened a brand new position + 134 added to an existing one). Only 78 were sellers (57 trimmed + 21 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSU holders?

Smaller funds dominant — 1% AUM from top-100: 9 of 254 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFSU?

Mixed — 39% long-term, 23% new: Of the 255 current holders: 100 (39%) held >2 years, 97 held 1–2 years, and 58 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 (DFSU) following the 2026 Q1 hedge fund 13F filings?

As of today, DFSU has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), DFSU has gained +13.1% 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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