Davis Fundamental ETF Tr (DINT) Hedge Fund Ownership (Q2 2026)

Davis Fundamental ETF Tr (DINT)

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

Smart Money Signals — DINT

Based on 44 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added DINT 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

44 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 — +7% more funds vs a year ago

fund count last 6Q

+3 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

20 buying21 selling

Last quarter: 21 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 9 → 5 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 25% medium ■ 23% new

23 out of 44 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.

📊

Peak discovery — momentum slowing

7 → 7 → 9 → 5 → 8 new funds/Q

New funds entering each quarter: 7 → 9 → 5 → 8. DINT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 57% veterans vs 27% newcomers

■ 57% veterans ■ 16% 1-2yr ■ 27% new

Entry-cohort mix of 44 holders: 25 (57%) are 2+ year veterans, 7 entered 1–2 years ago, and 12 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds

9 of 44 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	43	43	-
13F Shares	8M	8M	-5.44%
Total Value	$218M	$218M	0.17%
New Positions	8	5	+3
Increased Positions	12	19	-7
Closed Positions	8	5	+3
Reduced Positions	14	12	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13F Shares

-5.44%

Total Value

$218M

0.17%

New Positions

Increased Positions

-7

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DINT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lunt Capital Management, Inc.	1.39%	132,592	$3.8M
2	Lakeside Advisors, INC.	0.94%	52,250	$1.5M
3	Horizon Family Wealth, Inc.	0.59%	45,347	$1.3M
4	Davis Selected Advisers	0.48%	3,915,748	$111.6M
5	Birchwood Financial Partners, Inc.	0.46%	19,687	$561K
6	Atlas Wealth LLC	0.45%	110,529	$3.2M
7	Geneos Wealth Management Inc.	0.22%	384,577	$11.0M
8	Live Oak Private Wealth LLC	0.22%	60,734	$1.7M
9	Xcelsior Advisor Partners LLC	0.07%	18,802	$536K
10	Bellevue Asset Management, LLC	0.06%	4,315	$123K
11	Sigma Planning Corp	0.03%	42,288	$1.2M
12	Private Wealth Asset Management, LLC	0.02%	9,000	$256K
13	Sittner & Nelson, LLC	0.02%	2,000	$57K
14	Prospera Financial Services Inc	0.02%	41,153	$1.2M
15	Signature Estate & Investment Advisors LLC	0.01%	27,194	$775K
16	Stifel Financial Corp	0.01%	477,834	$13.6M
17	Gladstone Institutional Advisory LLC	0.01%	10,198	$291K
18	Northwestern Mutual Wealth Management Co	0.01%	421,798	$12.0M
19	Brown, Lisle/Cummings, INC.	0.01%	1,000	$28K
20	J.W. Cole Advisors, INC.	0.01%	10,624	$303K
21	Raymond James Financial Inc	0.01%	663,833	$18.9M
22	Commonwealth Equity Services, LLC	0.00%	94,544	$2.7M
23	Orion Porfolio Solutions, LLC	0.00%	15,072	$430K
24	Summit Financial, LLC	0.00%	9,395	$268K
25	Atria Investments, Inc	0.00%	9,395	$268K

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DINT 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 DINT?

More sellers than buyers — 49% buying: Last quarter: 21 funds reduced or exited vs 20 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DINT holders?

Strong quality — 24% AUM from major funds: 9 of 44 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DINT?

52% of holders stayed for 2+ years: 23 out of 44 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.

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.

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Davis Fundamental ETF Tr (DINT)

Smart Money Signals — DINT

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +7% more funds vs a year ago

More sellers than buyers — 49% buying

Steady new buyers — ~8 new funds per quarter

52% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 57% veterans vs 27% newcomers

Strong quality — 24% AUM from major funds

Institutional Sentiment Summary — DINT

Hedge Fund Ownership: DINT

Market Analysis: DINT

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DINT

Hedge Fund Positioning: DINT

Statistics: DINT

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Davis Fundamental ETF Tr (DINT)

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