Dimensional ETF Trust (DFSU) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Dimensional ETF Trust (DFSU) following the 2026 Q2 hedge fund 13F filings?

As of today, DFSU has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (June 30, 2026), DFSU gained +3.3% vs +3.3% 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.

Dimensional ETF Trust (DFSU)

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

Smart Money Signals — DFSU

Based on 278 hedge funds · latest filing: 2026 Q2 · 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

278 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

+67 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 — 64% buying

163 buying91 selling

Last quarter: 163 funds were net buyers (38 opened a brand new position + 125 added to an existing one). Only 91 were sellers (76 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter

Funds opening a new DFSU position: 21 → 35 → 26 → 38. 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, 26% new

■ 39% conviction (2yr+) ■ 35% medium ■ 26% new

Of the 278 current holders: 109 (39%) held >2 years, 97 held 1–2 years, and 72 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

32 → 21 → 35 → 26 → 38 new funds/Q

New funds entering each quarter: 21 → 35 → 26 → 38. A growing number of institutions are discovering DFSU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 37% veterans, 38% new entrants

■ 37% veterans ■ 25% 1-2yr ■ 38% new

Of 278 current holders: 103 (37%) held 2+ years, 70 held 1–2 years, 105 (38%) 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

11 of 277 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	274	255	7.45%
13F Shares	36M	34M	6.55%
Total Value	$1.68B	$1.39B	21.02%
New Positions	37	26	+11
Increased Positions	124	134	-10
Closed Positions	17	22	-5
Reduced Positions	75	57	+18
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

274

255

7.45%

13F Shares

36M

34M

6.55%

Total Value

$1.68B

$1.39B

21.02%

New Positions

+11

Increased Positions

124

134

-10

Closed Positions

-5

Reduced Positions

+18

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

274 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DFSU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Retirement Solution LLC	49.95%	5,478,280	$255.5M
2	Citrine Capital LLC	27.08%	1,569,106	$73.2M
3	Awm Capital, LLC	13.11%	3,511,890	$163.8M
4	Quantum Financial Advisors, LLC	10.98%	2,379,557	$111.0M
5	Five Oceans Advisors	7.34%	489,837	$22.8M
6	Abacus Wealth Partners, LLC	6.37%	1,300,763	$60.6M
7	Broadhurst Jeffrey B	4.69%	47,237	$2.2M
8	Momentous Wealth Management, Inc.	4.64%	194,319	$9.1M
9	Quarry Hill Advisors, LLC	4.61%	257,533	$12.0M
10	Donalies Financial Planning, LLC	4.57%	132,972	$6.2M
11	Clarity Wealth Development LLC	4.04%	156,216	$7.3M
12	Wheels Up Wealth, Inc.	3.51%	88,743	$4.1M
13	Gibson Capital, LLC	2.87%	375,765	$17.5M
14	Allodium Investment Consultants, LLC	2.82%	142,553	$6.6M
15	Triune Financial Partners, LLC	2.74%	281,794	$13.1M
16	Maseco LLP	2.71%	2,068,712	$96.5M
17	New Capital Management LP	2.63%	247,912	$11.6M
18	Beacon Hill Wealth Management LTD.	2.54%	78,481	$3.7M
19	Sensenig Capital Advisors, Inc	2.51%	58,854	$2.7M
20	MB Generational Wealth, LLC	2.48%	108,607	$5.1M
21	Northland Capital Management LLC	2.34%	93,107	$4.3M
22	Wealth Management Strategies, Inc.	2.26%	124,022	$5.8M
23	SeedSafe Financial LLC	2.18%	56,649	$2.5M
24	Equita Financial Network, Inc.	2.07%	159,672	$7.4M
25	Elevation Wealth Partners, LLC	2.00%	143,443	$6.7M

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 — 64% buying: Last quarter: 163 funds were net buyers (38 opened a brand new position + 125 added to an existing one). Only 91 were sellers (76 trimmed + 15 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: 11 of 277 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, 26% new: Of the 278 current holders: 109 (39%) held >2 years, 97 held 1–2 years, and 72 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 Q2 hedge fund 13F filings?

As of today, DFSU has moved -1.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of -0.8%. Since the quarter end (June 30, 2026), DFSU has gained +3.3% vs +3.3% 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.

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Dimensional ETF Trust (DFSU)

Smart Money Signals — DFSU

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +32% more funds vs a year ago

More buyers than sellers — 64% buying

More new buyers each quarter (+12 vs last Q)

Mixed — 39% long-term, 26% new

Growing discovery — still being found

Mixed cohorts — 37% veterans, 38% new entrants

Smaller funds dominant — 1% AUM from top-100

Institutional Sentiment Summary — DFSU

Hedge Fund Ownership: DFSU

Market Analysis: DFSU

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFSU

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

Hedge Fund Positioning: DFSU

Statistics: DFSU

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFSU)

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