Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DUHP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +48
Streak
11Q ▲
Buyers last Q
69%

Smart Money Signals — DUHP

Based on 455 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 DUHP 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
455 hedge funds hold DUHP 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 — +38% more funds vs a year ago

fund count last 6Q
+125 new funds entered over the past year (+38% 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 — 69% buying

300 buying133 selling
Last quarter: 300 funds were net buyers (77 opened a brand new position + 223 added to an existing one). Only 133 were sellers (104 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+28 vs last Q)

new funds entering per quarter
Funds opening a new DUHP position: 39 → 56 → 49 → 77. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 38% long-term, 29% new

■ 38% conviction (2yr+) ■ 33% medium ■ 29% new
Of the 455 current holders: 175 (38%) held >2 years, 150 held 1–2 years, and 130 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.
📈

Growing discovery — still being found

51 → 39 → 56 → 49 → 77 new funds/Q
New funds entering each quarter: 39 → 56 → 49 → 77. A growing number of institutions are discovering DUHP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 34% veterans, 42% new entrants

■ 34% veterans ■ 24% 1-2yr ■ 42% new
Of 455 current holders: 156 (34%) held 2+ years, 108 held 1–2 years, 191 (42%) 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
15 of 455 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.

Hedge Fund Ownership: DUHP

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

Market Analysis: DUHP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DUHP

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

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 50 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: DUHP
2026 Q1 Stats Unlock in 22 days 455 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 455 407 11.79%
13F Shares 227M 209M 8.57%
Total Value $8.66B $7.89B 9.78%
New Positions 77 49 +28
Increased Positions 223 220 +3
Closed Positions 29 27 +2
Reduced Positions 104 90 +14
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DUHP

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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)

455 + investors

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

Top 25 institutional holders of DUHP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STOLZ & ASSOCIATES, PS 19.95% 735,902 $28.6M
2 Hippocratic Financial Advisors, LLC 13.30% 825,016 $30.3M
3 Freedom Investment Management, Inc. 12.94% 1,185,914 $43.6M
4 Meredith Wealth Planning 11.95% 1,199,622 $44.1M
5 Petersen Hastings Wealth Advisors Inc. 9.97% 2,960,196 $108.8M
6 Tassel Capital Management, Inc. 9.87% 494,341 $18.2M
7 DWR WEALTH MANAGEMENT, LLC 9.77% 274,939 $10.5M
8 GK Wealth Management LLC 9.66% 309,770 $11.1M
9 FINANCIAL CONSULATE, INC 9.34% 2,038,669 $74.9M
10 GREAT OAK CAPITAL PARTNERS, LLC 9.25% 1,048,651 $39.8M
11 Foundry Financial LLC 7.71% 495,413 $18.2M
12 True Wealth Design, LLC 7.35% 721,040 $26.5M
13 MASTER'S WEALTH MANAGEMENT INC. 7.28% 584,326 $21.5M
14 High Probability Advisors, LLC 7.14% 1,517,010 $55.8M
15 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6.89% 1,189,187 $43.7M
16 RIVERCHASE WEALTH MANAGEMENT, LLC 6.84% 357,127 $13.1M
17 Mills Wealth Advisors LLC 6.54% 509,703 $18.7M
18 Wealth Advisors Northwest LLC 6.52% 422,684 $15.5M
19 Waycross Investment Management Co 6.34% 180,480 $6.6M
20 Midwest Heritage Bank, FSB 6.23% 527,822 $19.4M
21 Kooman & Associates 6.19% 564,766 $20.8M
22 Bouchey Financial Group Ltd 6.04% 2,161,309 $82.3M
23 CogentBlue Wealth Advisors, LLC 5.84% 236,328 $8.7M
24 Kaufman Rossin Wealth, LLC 5.22% 247,948 $9.1M
25 RCS Financial Planning, LLC 4.93% 258,740 $9.5M
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 (DUHP)

What does the Smart Money Trend signal show for DUHP?

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

More buyers than sellers — 69% buying: Last quarter: 300 funds were net buyers (77 opened a brand new position + 223 added to an existing one). Only 133 were sellers (104 trimmed + 29 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DUHP holders?

Smaller funds dominant — 6% AUM from top-100: 15 of 455 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 DUHP?

Mixed — 38% long-term, 29% new: Of the 455 current holders: 175 (38%) held >2 years, 150 held 1–2 years, and 130 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.