Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Davis Fundamental ETF Tr (DINT)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
59%

Smart Money Signals — DINT

Based on 43 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
43 hedge funds hold DINT 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 — +19% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

24 buying17 selling
Last quarter: 24 funds bought or added vs 17 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 — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 7 → 9 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 28% medium 28% new
19 out of 43 hedge funds have held DINT 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 — ~5 new funds/quarter

5 → 7 → 7 → 9 → 5 new funds/Q
New funds entering each quarter: 7 → 7 → 9 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 51% of holders stayed 2+ years

51% veterans 19% 1-2yr 30% new
Of 43 current holders: 22 (51%) 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 — 16% AUM from top-100

16% from top-100 AUM funds
7 of 43 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 — DINT

In 2026 Q1, 24 hedge funds were net buyers of DINT (5 opened a new position, 19 added to an existing one), while 17 reduced or exited (12 trimmed, 5 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 43.

Hedge Fund Ownership: DINT

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

Market Analysis: DINT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DINT

-- --

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

Is It Too Late to Buy Davis Fundamental ETF Tr (DINT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DINT has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
DINT
+9.7%
SPY
+15.9%

DINT outperformed SPY by -6.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DINT
+2.4%
SPY
+2.0%

Since the filing became public, DINT outperformed SPY by +0.4% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: DINT
43 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 43 43 -
13F Shares 8M 8M 6.92%
Total Value $218M $216M 0.61%
New Positions 5 9 -4
Increased Positions 19 17 +2
Closed Positions 5 7 -2
Reduced Positions 12 12 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DINT

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Institutional Holders (2026 Q1)

43 + investors

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

QUARTER:
Top 25 DINT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Integrity Wealth Advisors, INC. 9.97% 621,197 $16.7M
2 Lunt Capital Management, Inc. 1.41% 136,434 $3.7M
3 Lakeside Advisors, INC. 0.96% 53,250 $1.4M
4 Horizon Family Wealth, Inc. 0.56% 39,279 $1.1M
5 Birchwood Financial Partners, Inc. 0.51% 19,687 $530K
6 Davis Selected Advisers 0.48% 3,915,748 $105.4M
7 Live Oak Private Wealth LLC 0.23% 61,452 $1.7M
8 Geneos Wealth Management Inc. 0.20% 325,677 $8.8M
9 Excelsior Advisor Network LLC 0.19% 18,802 $506K
10 Bellevue Asset Management, LLC 0.06% 4,315 $116K
11 Sigma Planning Corp 0.03% 42,517 $1.1M
12 Private Wealth Asset Management, LLC 0.03% 9,000 $242K
13 Ascentis Independent Advisors 0.02% 10,926 $294K
14 Silicon Valley Capital Partners 0.02% 8,412 $226K
15 Sittner & Nelson, LLC 0.02% 2,000 $54K
16 Prospera Financial Services Inc 0.02% 41,507 $1.1M
17 Signature Estate & Investment Advisors LLC 0.01% 27,259 $734K
18 Stifel Financial Corp 0.01% 544,872 $14.7M
19 Gladstone Institutional Advisory LLC 0.01% 9,635 $259K
20 Clarity Asset Management, Inc. 0.01% 681 $18K
21 Brown, Lisle/Cummings, INC. 0.01% 1,000 $27K
22 Northwestern Mutual Wealth Management Co 0.01% 403,125 $10.9M
23 Raymond James Financial Inc 0.01% 694,973 $18.7M
24 Commonwealth Equity Services, LLC 0.00% 98,520 $2.7M
25 Orion Porfolio Solutions, LLC 0.00% 15,072 $406K
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 — Davis Fundamental ETF Tr (DINT)

What does the Smart Money Trend signal show for DINT?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DINT?

Slight buying edge — 59% buying: Last quarter: 24 funds bought or added vs 17 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 DINT holders?

Smaller funds dominant — 16% AUM from top-100: 7 of 43 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DINT?

44% of holders stayed for 2+ years: 19 out of 43 hedge funds have held DINT 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.

Is it too late to buy Davis Fundamental ETF Tr (DINT) following the 2026 Q1 hedge fund 13F filings?

As of today, DINT has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (March 31, 2026), DINT has gained +9.7% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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