Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFUS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +32
Streak
11Q ▲
Buyers last Q
59%

Smart Money Signals — DFUS

Based on 875 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 DFUS 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
875 hedge funds hold DFUS 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.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+147 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

414 buying288 selling
Last quarter: 414 funds bought or added vs 288 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~75 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 53 → 104 → 72 → 75. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 24% medium ■ 20% new
487 out of 875 hedge funds have held DFUS 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 — ~75 new funds/quarter

72 → 53 → 104 → 72 → 75 new funds/Q
New funds entering each quarter: 53 → 104 → 72 → 75. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 54% veterans vs 27% newcomers

■ 54% veterans ■ 19% 1-2yr ■ 27% new
Entry-cohort mix of 875 holders: 474 (54%) are 2+ year veterans, 168 entered 1–2 years ago, and 233 (27%) 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
29 of 875 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — DFUS

In 2026 Q2, 414 hedge funds were net buyers of DFUS (75 opened a new position, 339 added to an existing one), while 288 reduced or exited (245 trimmed, 43 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +32 funds (more new holders than closures). Total institutional holders: 875.

Hedge Fund Ownership: DFUS

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

Market Analysis: DFUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFUS

-- --

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

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

Signal Freshness measures how much DFUS has moved relative to its sector benchmark (SPY) since the 2026 Q3 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 September 30, 2026 · 45d ago
DFUS
-0.9%
SPY
-1.1%

DFUS outperformed SPY by +0.2% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · 0d ago
DFUS
+0.0%
SPY
+0.0%

Since the filing became public, DFUS outperformed SPY by +0.0% .

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.

19 top-rated funds 87 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: DFUS
2026 Q3 Stats Unlock in 5 days 867 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 867 843 2.85%
13F Shares 210M 208M 0.64%
Total Value $17.01B $14.75B 15.29%
New Positions 73 72 +1
Increased Positions 338 351 -13
Closed Positions 49 47 +2
Reduced Positions 242 223 +19
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFUS

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q3)

867 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DFUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 G2 Capital Management, LLC / Oh 45.32% 2,407,093 $199.9M
2 Roosevelt Capital Management LLC 28.94% 55,678 $4.6M
3 Flagstone Financial Management 28.94% 1,586,605 $131.7M
4 Heritage Wealth Management, Inc./Texas 28.17% 905,266 $75.1M
5 AG Asset Advisory, LLC 24.33% 404,313 $33.6M
6 Foundry Financial LLC 24.02% 930,126 $77.2M
7 Penney Financial, LLC 23.45% 957,113 $79.5M
8 Great Waters Wealth Management 23.25% 3,114,270 $258.6M
9 Colony Family Offices, LLC 23.23% 1,224,151 $101.6M
10 Tencap Wealth Coaching, LLC 22.03% 849,611 $70.6M
11 Disciplined Equity Management, Inc. 20.47% 559,941 $46.5M
12 Everest Private Wealth 18.99% 701,785 $58.3M
13 Intelligence Driven Advisers, LLC 18.54% 1,293,755 $107.4M
14 OLIO Financial Planning 18.38% 889,894 $73.9M
15 Index Fund Advisors, Inc. 17.63% 5,022,692 $417.0M
16 Warburton Capital Management, LLC 17.60% 600,576 $49.4M
17 KM Capital Management Ltd. 17.58% 430,439 $35.7M
18 Broadhurst Jeffrey B 16.87% 225,919 $18.8M
19 Maseco LLP 16.22% 7,138,795 $592.9M
20 RIA Advisory Group LLC 16.01% 681,413 $56.6M
21 Root Financial Partners, LLC 15.41% 5,533,635 $459.5M
22 Vermillion Wealth Management, Inc. 14.56% 153,196 $12.7M
23 Sterling Wealth Advisors Inc 14.27% 314,065 $26.1M
24 Dixon Fnancial Services, INC. 14.13% 424,365 $35.2M
25 Mendota Financial Group, LLC 14.08% 273,353 $22.7M
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

Stocks with similar institutional ownership

HUM 793 holdersMKC 792 holdersXLB 792 holdersWRB 791 holdersCOWZ 790 holdersNVT 788 holdersSTZ 785 holdersESGU 783 holdersVRSK 783 holdersPSTG 780 holdersTD 780 holdersIWV 779 holders All stocks →

Frequently Asked Questions — Dimensional ETF Trust (DFUS)

What does the Smart Money Trend signal show for DFUS?

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

Slight buying edge — 59% buying: Last quarter: 414 funds bought or added vs 288 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DFUS holders?

Smaller funds dominant — 8% AUM from top-100: 29 of 875 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 DFUS?

56% of holders stayed for 2+ years: 487 out of 875 hedge funds have held DFUS 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 (DFUS) following the 2026 Q3 hedge fund 13F filings?

As of today, DFUS has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), DFUS has gained -0.9% vs -1.1% 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.

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.

Full history →