Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFUV)

794 + 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
↑ +39
Streak
11Q ▲
Buyers last Q
51%

Smart Money Signals — DFUV

Based on 801 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 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
801 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+141 new funds entered over the past year (+21% 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.
🟡

Slight buying edge — 51% buying

312 buying297 selling
Last quarter: 312 funds bought or added vs 297 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 (+6 vs last Q)

new funds entering per quarter
Funds opening a new DFUV position: 55 → 83 → 72 → 78. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 23% medium ■ 21% new
449 out of 801 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.
➡️

Steady discovery — ~78 new funds/quarter

49 → 55 → 83 → 72 → 78 new funds/Q
New funds entering each quarter: 55 → 83 → 72 → 78. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 801 holders: 446 (56%) are 2+ year veterans, 144 entered 1–2 years ago, and 211 (26%) 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
30 of 801 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.
3.8
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 — DFUV

In 2026 Q2, 312 hedge funds were net buyers of DFUV (78 opened a new position, 234 added to an existing one), while 297 reduced or exited (258 trimmed, 39 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: +39 funds (more new holders than closures). Total institutional holders: 801.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 76 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: DFUV
794 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 794 762 4.2%
13F Shares 218M 225M -3.15%
Total Value $11.89B $10.84B 9.72%
New Positions 77 72 +5
Increased Positions 233 223 +10
Closed Positions 45 31 +14
Reduced Positions 255 251 +4
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 Q2)

794 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard Young Associates, Ltd. 25.90% 708,429 $39.0M
2 Benningfield Financial Advisors, LLC 20.55% 504,434 $27.7M
3 Disciplined Equity Management, Inc. 20.44% 838,894 $46.1M
4 Porter White Investment Advisors, Inc. 18.78% 886,806 $48.8M
5 Dixon Fnancial Services, INC. 16.62% 745,784 $41.0M
6 Team Hewins, LLC 14.32% 951,799 $52.4M
7 Heritage Wealth Management, Inc./Texas 14.14% 667,599 $36.7M
8 Fischer Investment Strategies, LLC 13.49% 513,880 $28.3M
9 Trust Co of the South 13.34% 1,722,466 $94.8M
10 Guardian Wealth Management, LLC 12.71% 824,333 $45.3M
11 Index Fund Advisors, Inc. 12.64% 5,787,541 $318.4M
12 Professional Financial Solutions LLC /Adv 12.33% 288,409 $15.9M
13 Timonier Family Office, LTD. 11.96% 769,971 $42.4M
14 Meritas Wealth Management, LLC 11.93% 555,354 $30.6M
15 New Dimensions Wealth Management, LLC 11.90% 286,315 $15.8M
16 Triune Financial Partners, LLC 11.28% 981,939 $54.0M
17 Sachem Hill LLC 10.24% 1,047,542 $57.6M
18 Bayshore Asset Management, LLC 9.95% 506,330 $27.9M
19 TCI Wealth Advisors, Inc. 9.63% 4,044,731 $222.5M
20 Pillar Financial Advisors, LLC 9.57% 332,448 $18.3M
21 Walsh & Associates, LLC 9.41% 209,448 $11.5M
22 Parkwoods Wealth Partners, LLC 9.40% 1,063,093 $58.5M
23 Tillman Hartley LLC 8.68% 702,050 $38.6M
24 Pinney & Scofield, INC. 8.38% 311,762 $17.2M
25 Dopkins Wealth Management, LLC 8.02% 401,368 $22.1M
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: 312 funds bought or added vs 297 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: 30 of 801 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?

56% of holders stayed for 2+ years: 449 out of 801 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.

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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