Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFUS)

750 + 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
↑ +54
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — DFUS

Based on 750 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 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
750 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 — +19% more funds vs a year ago

fund count last 6Q
+120 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

349 buying257 selling
Last quarter: 349 funds bought or added vs 257 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.
📈

More new buyers each quarter (+39 vs last Q)

new funds entering per quarter
Funds opening a new DFUS position: 47 → 59 → 48 → 87. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 23% medium ■ 19% new
436 out of 750 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.
💰

Value +30% but shares only +8% — price-driven

Value
+29%
Shares
+8%
Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

79 → 47 → 59 → 48 → 87 new funds/Q
New funds entering each quarter: 47 → 59 → 48 → 87. A growing number of institutions are discovering DFUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 17% 1-2yr ■ 30% new
Of 750 current holders: 397 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 9% AUM from top-100

9% from top-100 AUM funds
19 of 750 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 64 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: DFUS
2026 Q1 Stats Unlock in 19 days 750 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 750 696 7.76%
13F Shares 196M 182M 8.22%
Total Value $17.01B $13.13B 29.62%
New Positions 87 48 +39
Increased Positions 262 251 +11
Closed Positions 33 28 +5
Reduced Positions 224 217 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFUS

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Valuation Measures Data as of: --

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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) --
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Institutional Holders (2026 Q1)

750 + investors

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

Top 25 institutional holders of DFUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Graver Capital Management, LLC 28.98% 537,935 $38.1M
2 AG Asset Advisory, LLC 26.95% 458,308 $32.5M
3 Flagstone Financial Management 26.95% 1,531,004 $108.6M
4 Tencap Wealth Coaching, LLC 22.50% 842,182 $59.8M
5 Great Waters Wealth Management 21.15% 2,817,903 $199.8M
6 Colony Family Offices, LLC 20.25% 1,157,780 $82.1M
7 Foundry Financial LLC 20.22% 673,205 $47.7M
8 Root Financial Partners, LLC 20.09% 6,125,950 $434.4M
9 Disciplined Equity Management, Inc. 18.66% 523,787 $37.1M
10 Vermillion Wealth Management, Inc. 17.90% 643,129 $45.6M
11 OLIO Financial Planning 17.34% 882,588 $62.6M
12 MASECO LLP 16.65% 7,486,563 $530.9M
13 Sterling Wealth Advisors Inc 13.98% 317,131 $24.5M
14 SAX WEALTH ADVISORS, LLC 13.89% 3,866,695 $286.8M
15 DIXON FNANCIAL SERVICES, INC. 13.73% 431,171 $30.6M
16 Crown Wealth Group, LLC 13.43% 644,636 $45.7M
17 Mendota Financial Group, LLC 12.92% 246,019 $17.4M
18 TCI Wealth Advisors, Inc. 12.51% 3,321,432 $235.5M
19 Pine Harbor Wealth Management, LLC 11.91% 561,269 $39.8M
20 Allodium Investment Consultants, LLC 11.72% 345,114 $24.5M
21 Hurlow Wealth Management Group, Inc. 11.11% 658,393 $46.7M
22 Austin Asset Management Co Inc 10.92% 937,196 $66.5M
23 Freedom Investment Management, Inc. 10.79% 512,578 $36.3M
24 Guardian Wealth Management, LLC 10.70% 497,280 $35.3M
25 Aspen Wealth Management LLC 10.63% 751,465 $53.3M
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 (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 — 58% buying: Last quarter: 349 funds bought or added vs 257 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 — 9% AUM from top-100: 19 of 750 holders rank in the top 100 by AUM, but together hold only 9% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFUS?

58% of holders stayed for 2+ years: 436 out of 750 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.

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.