Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DIHP)

295 + Investors. Track Smart Money conviction in DIHP. 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
68%

Smart Money Signals — DIHP

Based on 295 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DIHP 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
295 hedge funds hold DIHP 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 — +41% more funds vs a year ago

fund count last 6Q
+86 new funds entered over the past year (+41% 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 — 68% buying

191 buying91 selling
Last quarter: 191 funds were net buyers (47 opened a brand new position + 144 added to an existing one). Only 91 were sellers (69 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new DIHP position: 27 → 33 → 41 → 47. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 27% medium ■ 31% new
124 out of 295 hedge funds have held DIHP 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

35 → 27 → 33 → 41 → 47 new funds/Q
New funds entering each quarter: 27 → 33 → 41 → 47. A growing number of institutions are discovering DIHP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 42% new entrants

■ 37% veterans ■ 21% 1-2yr ■ 42% new
Of 295 current holders: 109 (37%) held 2+ years, 61 held 1–2 years, 125 (42%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
15 of 295 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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: DIHP

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

Market Analysis: DIHP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIHP

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

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 27 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: DIHP
2026 Q1 Stats Unlock in 18 days 295 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 295 270 9.26%
13F Shares 146M 135M 8.07%
Total Value $4.61B $4.10B 12.5%
New Positions 47 41 +6
Increased Positions 144 135 +9
Closed Positions 22 15 +7
Reduced Positions 69 65 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIHP

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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)

295 + investors

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

Top 25 institutional holders of DIHP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STOLZ & ASSOCIATES, PS 10.12% 427,301 $14.5M
2 Meredith Wealth Planning 6.32% 723,499 $23.3M
3 Planning Center, Inc. 5.96% 1,827,243 $58.9M
4 GREAT OAK CAPITAL PARTNERS, LLC 5.53% 703,880 $23.7M
5 Oceanside Advisors LLC 5.24% 285,133 $9.2M
6 WEBSTERROGERS FINANCIAL ADVISORS, LLC 5.14% 557,315 $18.0M
7 High Probability Advisors, LLC 5.04% 1,222,521 $39.4M
8 Navigoe, LLC 5.04% 264,833 $9K
9 FINANCIAL CONSULATE, INC 4.96% 1,236,578 $39.8M
10 CogentBlue Wealth Advisors, LLC 4.84% 223,664 $7.2M
11 Mills Wealth Advisors LLC 4.48% 398,215 $12.8M
12 Kaufman Rossin Wealth, LLC 4.42% 239,088 $7.7M
13 25 LLC 4.40% 443,285 $14.3M
14 True Wealth Design, LLC 4.10% 459,116 $14.8M
15 Ocean Park Asset Management, LLC 3.88% 353,056 $11.4M
16 FAMILY WEALTH PARTNERS, LLC 3.88% 353,056 $11.4M
17 Petersen Hastings Wealth Advisors Inc. 3.73% 1,262,979 $40.7M
18 Meritas Wealth Management, LLC 3.40% 233,550 $7.5M
19 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 2.94% 159,287 $5.1M
20 HMV Wealth Advisors, LLC 2.94% 194,180 $6.3M
21 Forum Financial Management, LP 2.85% 6,257,568 $201.6M
22 CLARIS ADVISORS, LLC / MO / 2.79% 289,317 $9.3M
23 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2.43% 478,569 $15.4M
24 HBE Wealth Management, LLC 2.41% 85,860 $2.8M
25 Wealth Advisors Northwest LLC 2.40% 177,706 $5.7M
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 (DIHP)

What does the Smart Money Trend signal show for DIHP?

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

More buyers than sellers — 68% buying: Last quarter: 191 funds were net buyers (47 opened a brand new position + 144 added to an existing one). Only 91 were sellers (69 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DIHP holders?

Smaller funds dominant — 5% AUM from top-100: 15 of 295 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 DIHP?

42% of holders stayed for 2+ years: 124 out of 295 hedge funds have held DIHP 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.