Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFSU)

234 + 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
↑ +20
Streak
11Q ▲
Buyers last Q
68%

Smart Money Signals — DFSU

Based on 234 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 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
234 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
+57 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 — 68% buying

144 buying67 selling
Last quarter: 144 funds were net buyers (31 opened a brand new position + 113 added to an existing one). Only 67 were sellers (56 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new DFSU position: 21 → 27 → 21 → 31. 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, 26% new

■ 37% conviction (2yr+) ■ 36% medium ■ 26% new
Of the 234 current holders: 87 (37%) held >2 years, 85 held 1–2 years, and 62 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 — ~31 new funds/quarter

34 → 21 → 27 → 21 → 31 new funds/Q
New funds entering each quarter: 21 → 27 → 21 → 31. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 34% veterans, 43% new entrants

■ 34% veterans ■ 24% 1-2yr ■ 43% new
Of 234 current holders: 79 (34%) held 2+ years, 55 held 1–2 years, 100 (43%) 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
8 of 234 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.
4.1
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.

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

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

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 11 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFSU
2026 Q1 Stats Unlock in 20 days 234 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 234 214 9.35%
13F Shares 23M 21M 9.55%
Total Value $1.01B $903M 12.17%
New Positions 31 21 +10
Increased Positions 113 103 +10
Closed Positions 11 5 +6
Reduced Positions 56 55 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSU

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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)

234 + investors

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

Top 25 institutional holders of DFSU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Citrine Capital LLC 24.57% 1,379,142 $56.7M
2 Quantum Financial Advisors, LLC 11.07% 2,401,564 $98.7M
3 Five Oceans Advisors 6.95% 467,329 $19.2M
4 Abacus Wealth Partners, LLC 4.81% 1,281,712 $52.7M
5 QUARRY HILL ADVISORS, LLC 4.51% 243,936 $11.0M
6 Gibson Capital, LLC 2.87% 375,765 $15.4M
7 Allodium Investment Consultants, LLC 2.87% 145,937 $6.0M
8 MASECO LLP 2.61% 2,024,355 $83.3M
9 Sensenig Capital Advisors, Inc 2.52% 59,795 $2.5M
10 New Capital Management LP 2.51% 247,490 $10.2M
11 Northland Capital Management LLC 2.21% 98,160 $4.0M
12 ELEVATION WEALTH PARTNERS, LLC 2.12% 144,120 $5.9M
13 Longview Financial Advisors LLC 1.59% 71,298 $2.9M
14 Equita Financial Network, Inc. 1.54% 119,102 $4.9M
15 Joel Adams & Associates, Inc. 1.45% 47,597 $2.0M
16 Wolfstich Capital, LLC 1.34% 38,319 $1.5M
17 Aspen Capital Management, LLC 1.16% 114,276 $4.7M
18 SJS Investment Consulting Inc. 1.06% 210,344 $8.6M
19 Monument Group Wealth Advisors, LLC 0.89% 39,122 $1.6M
20 Foundation Wealth Management, LLC\PA 0.88% 60,550 $2.5M
21 McGrath & Associates, Inc. 0.83% 13,754 $565K
22 Planning Center, Inc. 0.77% 184,743 $7.6M
23 HICKS CAPITAL MANAGEMENT LLC 0.76% 18,410 $756K
24 Level Financial Advisors 0.71% 68,101 $2.8M
25 Wealth Advisors Northwest LLC 0.70% 40,579 $1.7M
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 — 68% buying: Last quarter: 144 funds were net buyers (31 opened a brand new position + 113 added to an existing one). Only 67 were sellers (56 trimmed + 11 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: 8 of 234 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 — 37% long-term, 26% new: Of the 234 current holders: 87 (37%) held >2 years, 85 held 1–2 years, and 62 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.