Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DISV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +20
Streak
11Q ▲
Buyers last Q
66%

Smart Money Signals — DISV

Based on 469 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 DISV 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
469 hedge funds hold DISV 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 — +40% more funds vs a year ago

fund count last 6Q
+133 new funds entered over the past year (+40% 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 — 66% buying

297 buying153 selling
Last quarter: 297 funds were net buyers (52 opened a brand new position + 245 added to an existing one). Only 153 were sellers (121 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 37 → 82 → 65 → 52. 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.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 27% medium ■ 32% new
194 out of 469 hedge funds have held DISV 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 — ~52 new funds/quarter

41 → 37 → 82 → 65 → 52 new funds/Q
New funds entering each quarter: 37 → 82 → 65 → 52. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 39% newcomers

■ 40% veterans ■ 21% 1-2yr ■ 39% new
Entry-cohort mix of 469 holders: 188 (40%) are 2+ year veterans, 98 entered 1–2 years ago, and 183 (39%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
22 of 469 holders rank in the top 100 by AUM, but together hold only 11% 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.

Institutional Sentiment Summary — DISV

In 2026 Q2, 297 hedge funds were net buyers of DISV (52 opened a new position, 245 added to an existing one), while 153 reduced or exited (121 trimmed, 32 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +20 funds (more new holders than closures). Total institutional holders: 469.

Hedge Fund Ownership: DISV

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

Market Analysis: DISV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DISV

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 49 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
4.0
/ 10
conviction
Hedge Fund Positioning: DISV
468 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 468 449 4.23%
13F Shares 96M 90M 6.56%
Total Value $3.81B $3.50B 8.76%
New Positions 52 65 -13
Increased Positions 245 198 +47
Closed Positions 33 31 +2
Reduced Positions 121 136 -15
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DISV

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Institutional Holders (2026 Q2)

468 + investors

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

QUARTER:
Top 25 DISV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NorthAvenue LLC 15.39% 535,354 $21.5M
2 Miramar Fiduciary Corp 13.40% 337,798 $13.6M
3 Kilner Capital Advisors, LLC 10.33% 292,082 $12.1M
4 Twin Cities Retirement Group LLC 10.33% 300,631 $12.1M
5 Benson Investment Management Company, Inc. 9.11% 42,645 $1.7M
6 Financial Harvest, LLC 8.81% 531,085 $21.3M
7 MB Generational Wealth, LLC 8.75% 444,342 $17.8M
8 William Mack & Associates, Inc. 8.33% 588,902 $23.6M
9 Great Oak Capital Partners, LLC 7.67% 871,449 $35.5M
10 Vistica Wealth Advisors, LLC 5.70% 164,283 $6.6M
11 Equita Financial Network, Inc. 5.39% 483,741 $19.4M
12 Integris Wealth Management, LLC 5.08% 626,662 $25.1M
13 Meritas Wealth Management, LLC 4.99% 318,207 $12.8M
14 Pinney & Scofield, INC. 4.81% 245,067 $9.8M
15 Shotwell Rutter Baer Inc 4.77% 216,654 $8.7M
16 Financial Architects, LLC 4.76% 247,315 $9.9M
17 Keyes, Stange & Wooten Wealth Management, LLC 4.64% 290,048 $11.6M
18 Shakespeare Wealth Management, LLC 4.64% 436,894 $17.5M
19 Henrickson Nauta Wealth Advisors, Inc. 4.58% 468,855 $18.8M
20 Good Harbor Advisors, Inc. 4.54% 115,777 $4.6M
21 Fischer Investment Strategies, LLC 4.36% 227,493 $9.1M
22 Yardley Wealth Management LLC 4.32% 236,745 $9.5M
23 Eq Wealth Advisors, LLC 4.25% 192,541 $7.7M
24 Physician Wealth Solutions Inc. 4.20% 276,090 $11.1M
25 Astra Wealth Partners LLC 4.02% 188,187 $7.6M
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 (DISV)

What does the Smart Money Trend signal show for DISV?

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

More buyers than sellers — 66% buying: Last quarter: 297 funds were net buyers (52 opened a brand new position + 245 added to an existing one). Only 153 were sellers (121 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DISV holders?

Smaller funds dominant — 11% AUM from top-100: 22 of 469 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DISV?

41% of holders stayed for 2+ years: 194 out of 469 hedge funds have held DISV 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.

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