Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFUS)

831 + 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
↑ +25
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — DFUS

Based on 841 hedge funds · latest filing: 2026 Q1 · 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
841 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+157 new funds entered over the past year (+23% 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 — 61% buying

421 buying268 selling
Last quarter: 421 funds were net buyers (70 opened a brand new position + 351 added to an existing one). Only 268 were sellers (223 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-34 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 70 → 53 → 104 → 70. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 26% medium ■ 20% new
460 out of 841 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.
💎

Buying through price weakness — shares -0%, value -18%

Value
-17%
Shares
0%
Last quarter: funds added -0% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

54 → 70 → 53 → 104 → 70 new funds/Q
New funds entering each quarter: 70 → 53 → 104 → 70. A growing number of institutions are discovering DFUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 28% newcomers

■ 53% veterans ■ 19% 1-2yr ■ 28% new
Entry-cohort mix of 841 holders: 448 (53%) are 2+ year veterans, 161 entered 1–2 years ago, and 232 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
21 of 841 holders rank in the top 100 by AUM, but together hold only 6% 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 Q1, 421 hedge funds were net buyers of DFUS (70 opened a new position, 351 added to an existing one), while 268 reduced or exited (223 trimmed, 45 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 841.

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 Q1 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 March 31, 2026 · 82d ago
DFUS
+15.6%
SPY
+15.1%

DFUS outperformed SPY by +0.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
DFUS
+2.1%
SPY
+1.3%

Since the filing became public, DFUS outperformed SPY by +0.8% .

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.

24 top-rated funds 82 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: DFUS
831 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 831 816 1.84%
13F Shares 207M 209M -0.77%
Total Value $14.67B $17.94B -18.21%
New Positions 66 104 -38
Increased Positions 349 282 +67
Closed Positions 51 34 +17
Reduced Positions 219 236 -17
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) --
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Price/Book (mrq) --
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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)

831 + 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:
Top 25 DFUS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 G2 Capital Management, LLC / Oh 40.09% 2,325,624 $164.9M
2 Graver Capital Management, LLC 28.98% 537,935 $38.1M
3 Heritage Wealth Management, Inc./Texas 27.11% 894,614 $63.4M
4 AG Asset Advisory, LLC 26.95% 458,308 $32.5M
5 Flagstone Financial Management 26.95% 1,531,004 $108.6M
6 KM Capital Management Ltd. 24.06% 443,078 $35.8M
7 Everest Management Corp. 23.17% 645,075 $45.7M
8 Tencap Wealth Coaching, LLC 22.50% 842,182 $59.8M
9 Great Waters Wealth Management 21.15% 2,817,903 $199.8M
10 Colony Family Offices, LLC 20.25% 1,157,780 $82.1M
11 Foundry Financial LLC 20.22% 673,205 $47.7M
12 Root Financial Partners, LLC 20.09% 6,125,950 $434.4M
13 Disciplined Equity Management, Inc. 18.66% 523,787 $37.1M
14 Vermillion Wealth Management, Inc. 17.90% 643,129 $45.6M
15 OLIO Financial Planning 17.34% 882,588 $62.6M
16 Maseco LLP 16.65% 7,486,563 $530.9M
17 Broadhurst Jeffrey B 16.42% 226,009 $16.0M
18 Intelligence Driven Advisers, LLC 15.83% 1,280,186 $90.8M
19 Index Fund Advisors, Inc. 15.80% 4,952,143 $351.2M
20 Sterling Wealth Advisors Inc 13.98% 317,131 $24.5M
21 Sax Wealth Advisors, LLC 13.89% 3,866,695 $286.8M
22 Dixon Fnancial Services, INC. 13.73% 431,171 $30.6M
23 Crown Wealth Group, LLC 13.43% 644,636 $45.7M
24 Optimus Capital Advisors, LLC 13.18% 303,573 $22.5M
25 Mendota Financial Group, LLC 12.92% 246,019 $17.4M
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?

More buyers than sellers — 61% buying: Last quarter: 421 funds were net buyers (70 opened a brand new position + 351 added to an existing one). Only 268 were sellers (223 trimmed + 45 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFUS holders?

Smaller funds dominant — 6% AUM from top-100: 21 of 841 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFUS?

55% of holders stayed for 2+ years: 460 out of 841 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 Q1 hedge fund 13F filings?

As of today, DFUS has moved +2.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), DFUS has gained +15.6% vs +15.1% 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.

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