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

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

As of today, DFSV has moved -5.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -3.2%. Since the quarter end (June 30, 2026), DFSV gained +0.1% vs +2.1% 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 (DFSV)

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

Smart Money Signals — DFSV

Based on 584 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 DFSV 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

584 hedge funds hold DFSV 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 — +34% more funds vs a year ago

fund count last 6Q

+147 new funds entered over the past year (+34% 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 — 63% buying

342 buying202 selling

Last quarter: 342 funds were net buyers (62 opened a brand new position + 280 added to an existing one). Only 202 were sellers (177 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~62 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 41 → 87 → 66 → 62. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 33% medium ■ 27% new

237 out of 584 hedge funds have held DFSV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

➡️

Steady discovery — ~62 new funds/quarter

71 → 41 → 87 → 66 → 62 new funds/Q

New funds entering each quarter: 41 → 87 → 66 → 62. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 40% veterans vs 37% newcomers

■ 40% veterans ■ 22% 1-2yr ■ 37% new

Entry-cohort mix of 584 holders: 235 (40%) are 2+ year veterans, 131 entered 1–2 years ago, and 218 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds

24 of 584 holders rank in the top 100 by AUM, but together hold only 8% 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	580	547	6.03%
13F Shares	180M	158M	13.74%
Total Value	$6.36B	$5.42B	17.16%
New Positions	60	66	-6
Increased Positions	280	282	-2
Closed Positions	27	33	-6
Reduced Positions	176	146	+30
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

580

547

6.03%

13F Shares

180M

158M

13.74%

Total Value

$6.36B

$5.42B

17.16%

New Positions

-6

Increased Positions

280

282

-2

Closed Positions

-6

Reduced Positions

176

146

+30

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

580 + investors

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

QUARTER:

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

Top 25 DFSV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Clarity Wealth Development LLC	11.02%	511,635	$19.8M
2	CSP Financial Group, LLC	9.34%	282,436	$11.0M
3	Hassell Wealth Management, LLC	9.03%	770,951	$29.4M
4	Arista Wealth Management, LLC	9.01%	2,151,928	$83.5M
5	Seaside Wealth Management, Inc.	8.84%	922,462	$35.8M
6	Avant Financial Advisors LLC	8.74%	361,776	$14.0M
7	Scratch Capital LLC	8.34%	433,153	$16.8M
8	Oceanside Advisors LLC	8.28%	422,944	$16.4M
9	United Wealth Management, LLC	7.89%	904,345	$35.1M
10	SeedSafe Financial LLC	7.68%	263,800	$8.7M
11	Sentinel Wealth Management, INC.	7.54%	275,885	$10.7M
12	Wealth Advisors Northwest LLC	7.47%	565,017	$21.9M
13	Leading Edge Financial Planning LLC	7.10%	1,027,285	$39.8M
14	Stordahl Capital Management, Inc.	6.49%	913,553	$35.4M
15	Navigate Wealth Management, LLC	6.29%	257,060	$10.2M
16	Physician Wealth Solutions Inc.	6.05%	411,042	$15.9M
17	Financial Architects, LLC	5.96%	320,155	$12.4M
18	JMG Financial Group, Ltd.	5.91%	6,311,245	$244.8M
19	Foundation Wealth Management, LLC\PA	5.88%	502,590	$19.5M
20	Cogent Strategic Wealth LLC	5.70%	154,266	$6.0M
21	RCS Financial Planning, LLC	5.54%	301,701	$11.7M
22	Equita Financial Network, Inc.	5.45%	505,882	$19.6M
23	Alpha Financial Advisors, LLC	5.24%	516,208	$20.0M
24	Safeguard Investment Advisory Group, LLC	5.23%	584,076	$22.7M
25	Vestia Personal Wealth Advisors	5.07%	334,579	$13.0M

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 (DFSV)

What does the Smart Money Trend signal show for DFSV?

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

More buyers than sellers — 63% buying: Last quarter: 342 funds were net buyers (62 opened a brand new position + 280 added to an existing one). Only 202 were sellers (177 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSV holders?

Smaller funds dominant — 8% AUM from top-100: 24 of 584 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFSV?

41% of holders stayed for 2+ years: 237 out of 584 hedge funds have held DFSV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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

As of today, DFSV has moved -5.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -3.2%. Since the quarter end (June 30, 2026), DFSV has gained +0.1% vs +2.1% 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 (DFSV)

Smart Money Signals — DFSV

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +34% more funds vs a year ago

More buyers than sellers — 63% buying

Steady new buyers — ~62 new funds per quarter

41% of holders stayed for 2+ years

Steady discovery — ~62 new funds/quarter

Veteran-anchored — 40% veterans vs 37% newcomers

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — DFSV

Hedge Fund Ownership: DFSV

Market Analysis: DFSV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFSV

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

Hedge Fund Positioning: DFSV

Statistics: DFSV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFSV)

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