Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DIHP)

365 + 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
↑ +18
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — DIHP

Based on 368 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 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
368 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 — +39% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+39% 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 — 70% buying

248 buying106 selling
Last quarter: 248 funds were net buyers (46 opened a brand new position + 202 added to an existing one). Only 106 were sellers (78 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 43 → 55 → 56 → 46. 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.
📌

Mixed — 38% long-term, 31% new

■ 38% conviction (2yr+) ■ 31% medium ■ 31% new
Of the 368 current holders: 141 (38%) held >2 years, 114 held 1–2 years, and 113 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~46 new funds/quarter

39 → 43 → 55 → 56 → 46 new funds/Q
New funds entering each quarter: 43 → 55 → 56 → 46. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 43% new entrants

■ 36% veterans ■ 21% 1-2yr ■ 43% new
Of 368 current holders: 134 (36%) held 2+ years, 77 held 1–2 years, 157 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
20 of 367 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — DIHP

In 2026 Q2, 248 hedge funds were net buyers of DIHP (46 opened a new position, 202 added to an existing one), while 106 reduced or exited (78 trimmed, 28 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 368.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 35 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: DIHP
365 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 365 350 4.29%
13F Shares 171M 164M 3.99%
Total Value $5.75B $5.42B 6.04%
New Positions 46 56 -10
Increased Positions 202 187 +15
Closed Positions 30 28 +2
Reduced Positions 77 69 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIHP

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Institutional Holders (2026 Q2)

365 + investors

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

QUARTER:
Top 25 DIHP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stolz & Associates, Ps 9.80% 459,924 $15.7M
2 Satovsky Asset Management LLC 9.35% 1,719,319 $58.7M
3 Planning Center, Inc. 6.00% 1,864,060 $63.6M
4 Meredith Wealth Planning 5.88% 729,518 $24.9M
5 SeedSafe Financial LLC 5.31% 189,440 $6.0M
6 Great Oak Capital Partners, LLC 5.28% 722,192 $24.4M
7 Websterrogers Financial Advisors, LLC 5.17% 591,850 $20.2M
8 Oceanside Advisors LLC 5.08% 294,837 $10.1M
9 Financial Consulate, Inc 4.94% 1,301,772 $44.4M
10 Envision Financial Planning, LLC 4.87% 438,588 $15.0M
11 High Probability Advisors, LLC 4.77% 1,307,603 $44.6M
12 Mills Wealth Advisors LLC 4.47% 415,841 $14.2M
13 Kaufman Rossin Wealth, LLC 4.41% 273,513 $9.3M
14 25 LLC 4.36% 466,978 $15.9M
15 CogentBlue Wealth Advisors, LLC 4.17% 213,050 $7.3M
16 True Wealth Design, LLC 4.05% 498,488 $17.0M
17 Family Wealth Partners, LLC 3.96% 377,838 $12.9M
18 Aprio Wealth Management, LLC 3.81% 2,262,600 $77.2M
19 Trailhead Planners LLC 3.78% 114,472 $3.9M
20 Petersen Hastings Wealth Advisors Inc. 3.67% 1,281,546 $43.7M
21 Meritas Wealth Management, LLC 3.54% 265,453 $9.1M
22 Savant Capital, LLC 3.25% 32,381,844 $1.11B
23 MB Generational Wealth, LLC 3.21% 191,803 $6.5M
24 HBE Wealth Management, LLC 3.21% 130,887 $4.5M
25 Timonier Family Office, LTD. 3.07% 318,388 $10.9M
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 — 70% buying: Last quarter: 248 funds were net buyers (46 opened a brand new position + 202 added to an existing one). Only 106 were sellers (78 trimmed + 28 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DIHP holders?

Smaller funds dominant — 6% AUM from top-100: 20 of 367 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DIHP?

Mixed — 38% long-term, 31% new: Of the 368 current holders: 141 (38%) held >2 years, 114 held 1–2 years, and 113 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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