Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFUV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
11Q ▲
Buyers last Q
51%

Smart Money Signals — DFUV

Based on 761 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 DFUV 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
761 hedge funds hold DFUV 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 — +17% more funds vs a year ago

fund count last 6Q
+111 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

294 buying280 selling
Last quarter: 294 funds bought or added vs 280 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.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 48 → 55 → 83 → 71. 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.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 24% medium ■ 20% new
432 out of 761 hedge funds have held DFUV 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.
📈

Growing discovery — still being found

48 → 48 → 55 → 83 → 71 new funds/Q
New funds entering each quarter: 48 → 55 → 83 → 71. A growing number of institutions are discovering DFUV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 25% newcomers

■ 57% veterans ■ 18% 1-2yr ■ 25% new
Entry-cohort mix of 761 holders: 430 (57%) are 2+ year veterans, 139 entered 1–2 years ago, and 192 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
19 of 761 holders rank in the top 100 by AUM, but together hold only 7% 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.

Institutional Sentiment Summary — DFUV

In 2026 Q1, 294 hedge funds were net buyers of DFUV (71 opened a new position, 223 added to an existing one), while 280 reduced or exited (251 trimmed, 29 sold completely) — a 51% 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: +42 funds (more new holders than closures). Total institutional holders: 761.

Hedge Fund Ownership: DFUV

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

Market Analysis: DFUV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFUV

-- --

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

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

Signal Freshness measures how much DFUV 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
DFUV
+12.7%
SPY
+15.1%

DFUV outperformed SPY by -2.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
DFUV
+4.8%
SPY
+1.3%

Since the filing became public, DFUV outperformed SPY by +3.5% .

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 74 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: DFUV
751 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 751 719 4.45%
13F Shares 224M 221M 1.38%
Total Value $10.80B $10.30B 4.85%
New Positions 66 83 -17
Increased Positions 222 209 +13
Closed Positions 34 38 -4
Reduced Positions 249 233 +16
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFUV

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Institutional Holders (2026 Q1)

751 + investors

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

QUARTER:
Top 25 DFUV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard Young Associates, Ltd. 26.13% 710,025 $34.4M
2 Disciplined Equity Management, Inc. 19.69% 808,704 $39.2M
3 Benningfield Financial Advisors, LLC 19.38% 506,819 $24.6M
4 Porter White Investment Advisors, Inc. 18.98% 977,943 $47.4M
5 Dixon Fnancial Services, INC. 16.33% 750,565 $36.4M
6 Heritage Wealth Management, Inc./Texas 14.25% 687,946 $33.3M
7 Team Hewins, LLC 13.89% 964,366 $46.7M
8 Trust Co of the South 13.46% 1,727,175 $83.7M
9 Professional Financial Solutions LLC /Adv 12.60% 292,336 $14.2M
10 Index Fund Advisors, Inc. 12.51% 5,738,753 $278.1M
11 Guardian Wealth Management, LLC 12.40% 843,510 $40.9M
12 Meritas Wealth Management, LLC 12.24% 558,686 $27.1M
13 Parkwoods Wealth Partners, LLC 12.18% 1,024,876 $49.7M
14 Fischer Investment Strategies, LLC 12.09% 427,492 $20.7M
15 Frankly Finances, LLC 11.76% 268,240 $13.0M
16 New Dimensions Wealth Management, LLC 11.44% 277,530 $13.4M
17 Triune Financial Partners, LLC 11.02% 956,405 $46.3M
18 Bayshore Asset Management, LLC 10.00% 518,316 $25.1M
19 Sachem Hill LLC 9.96% 1,060,870 $51.4M
20 Pillar Financial Advisors, LLC 9.44% 333,437 $16.2M
21 TCI Wealth Advisors, Inc. 8.91% 3,464,039 $167.9M
22 Tillman Hartley LLC 8.66% 711,422 $34.5M
23 Walsh & Associates, LLC 8.32% 181,107 $8.4M
24 Pinney & Scofield, INC. 8.30% 317,449 $15.4M
25 Dopkins Wealth Management, LLC 7.90% 405,795 $19.7M
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 (DFUV)

What does the Smart Money Trend signal show for DFUV?

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

Slight buying edge — 51% buying: Last quarter: 294 funds bought or added vs 280 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 DFUV holders?

Smaller funds dominant — 7% AUM from top-100: 19 of 761 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFUV?

57% of holders stayed for 2+ years: 432 out of 761 hedge funds have held DFUV 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 (DFUV) following the 2026 Q1 hedge fund 13F filings?

As of today, DFUV has moved +4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of +3.5%. Since the quarter end (March 31, 2026), DFUV has gained +12.7% 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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