Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL US LARGE CAP VECTOR ETF (DFVX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
8Q ▲
Buyers last Q
59%

Smart Money Signals — DFVX

Based on 37 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added DFVX 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
37 hedge funds hold DFVX right now — the highest count in 2.2 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 — +106% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+106% 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 — 59% buying

17 buying12 selling
Last quarter: 17 funds bought or added vs 12 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.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 51% entered in last year

■ 16% conviction (2yr+) ■ 32% medium ■ 51% new
Only 6 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~8 new funds/quarter

6 → 9 → 8 → 7 → 8 new funds/Q
New funds entering each quarter: 9 → 8 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 59% of holders entered in last year

■ 0% veterans ■ 41% 1-2yr ■ 59% new
Of 37 current holders: 22 (59%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
7 of 37 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.4
out of 10
Moderate Exit Risk
Exit risk score 5.4/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: DFVX

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

Market Analysis: DFVX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFVX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: DFVX
2026 Q1 Stats Unlock in 17 days 37 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 37 30 23.33%
13F Shares 5M 6M -1.67%
Total Value $426M $407M 4.57%
New Positions 8 7 +1
Increased Positions 9 9 -
Closed Positions 1 2 -1
Reduced Positions 11 9 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFVX

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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)

37 + investors

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

Top 12 institutional holders of DFVX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 First Financial Group Corp 1.07% 17,670 $1.3M
2 Medallion Wealth Advisors, LLC 0.85% 29,088 $1.9M
3 EWA, LLC 0.18% 10,823 $804K
4 Pinion Investment Advisors, LLC 0.18% 10,485 $779K
5 Strategic Investment Solutions, Inc. /IL 0.05% 2,959 $220K
6 Signature Resources Capital Management, LLC 0.05% 1,500 $111K
7 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% 322,120 $24.1M
8 PRIVATE TRUST CO NA 0.03% 4,739 $352K
9 Rockwood Wealth Management, LLC 0.02% 3,983 $296K
10 CARY STREET PARTNERS FINANCIAL LLC 0.02% 11,290 $839K
11 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.01% 525 $39K
12 Farther Finance Advisors, LLC 0.00% 616 $46K
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 US LARGE CAP VECTOR ETF (DFVX)

What does the Smart Money Trend signal show for DFVX?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added DFVX 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 DFVX?

Slight buying edge — 59% buying: Last quarter: 17 funds bought or added vs 12 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 DFVX holders?

Smaller funds dominant — 0% AUM from top-100: 7 of 37 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFVX?

Mostly new holders — 51% entered in last year: Only 6 funds (16%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.