Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFUV)

662 + 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
↑ +33
Streak
3Q ▲
Buyers last Q
52%

Smart Money Signals — DFUV

Based on 662 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
662 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 — +8% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

270 buying252 selling
Last quarter: 270 funds bought or added vs 252 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 (+20 vs last Q)

new funds entering per quarter
Funds opening a new DFUV position: 43 → 41 → 50 → 70. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 17% new
407 out of 662 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

62 → 43 → 41 → 50 → 70 new funds/Q
New funds entering each quarter: 43 → 41 → 50 → 70. A growing number of institutions are discovering DFUV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 17% 1-2yr ■ 26% new
Of 662 current holders: 377 (57%) 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 — 5% AUM from top-100

5% from top-100 AUM funds
19 of 662 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

30 top-rated funds 51 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: DFUV
2026 Q1 Stats Unlock in 14 days 662 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 662 629 5.25%
13F Shares 213M 204M 4.8%
Total Value $9.94B $9.15B 8.73%
New Positions 70 50 +20
Increased Positions 200 187 +13
Closed Positions 37 34 +3
Reduced Positions 215 222 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFUV

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

662 + investors

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

Top 25 institutional holders of DFUV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Disciplined Equity Management, Inc. 19.69% 808,704 $39.2M
2 DIXON FNANCIAL SERVICES, INC. 16.33% 750,565 $36.4M
3 Team Hewins, LLC 13.89% 964,366 $46.7M
4 Trust Co of the South 13.46% 1,727,175 $83.7M
5 Guardian Wealth Management, LLC 12.40% 843,510 $40.9M
6 Meritas Wealth Management, LLC 12.24% 558,686 $27.1M
7 Parkwoods Wealth Partners, LLC 12.18% 1,024,876 $49.7M
8 Frankly Finances, LLC 11.76% 268,240 $13.0M
9 Triune Financial Partners, LLC 11.02% 956,405 $46.3M
10 BAYSHORE ASSET MANAGEMENT, LLC 10.00% 518,316 $25.1M
11 Navigoe, LLC 9.19% 321,287 $16K
12 TCI Wealth Advisors, Inc. 8.91% 3,464,039 $167.9M
13 DOPKINS WEALTH MANAGEMENT, LLC 7.90% 405,795 $19.7M
14 Plancorp, LLC 7.90% 5,558,959 $277.6M
15 KEB ASSET MANAGEMENT, LLC 7.88% 849,146 $41.1M
16 ShankerValleau Wealth Advisors, Inc. 7.86% 575,666 $27.9M
17 ANDREWS, LUCIA WEALTH MANAGEMENT LLC 7.54% 260,431 $12.6M
18 JACKSON THORNTON WEALTH MANAGEMENT, LLC 7.52% 1,674,054 $83.6M
19 Prudent Man Investment Management, Inc. 7.52% 479,619 $22.3M
20 Belleair Asset Management, LLC 7.43% 168,153 $8.1M
21 RF&L WEALTH MANAGEMENT, LLC 7.29% 200,932 $9.7M
22 Capstone Wealth Management, LLC 7.17% 212,076 $10.3M
23 JDH Wealth Management, LLC 7.15% 218,920 $10.6M
24 Kooman & Associates 6.78% 469,310 $22.7M
25 Factor Wealth Management LTD 6.55% 718,370 $34.8M
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 — 3 quarters in a row: For 3 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 — 52% buying: Last quarter: 270 funds bought or added vs 252 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 — 5% AUM from top-100: 19 of 662 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFUV?

61% of holders stayed for 2+ years: 407 out of 662 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.