Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DUHP)

558 + 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
↑ +26
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — DUHP

Based on 561 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 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
561 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 — +33% more funds vs a year ago

fund count last 6Q
+139 new funds entered over the past year (+33% 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 — 67% buying

353 buying170 selling
Last quarter: 353 funds were net buyers (64 opened a brand new position + 289 added to an existing one). Only 170 were sellers (132 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~64 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 50 → 90 → 68 → 64. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 29% new

■ 38% conviction (2yr+) ■ 33% medium ■ 29% new
Of the 561 current holders: 215 (38%) held >2 years, 185 held 1–2 years, and 161 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 — ~64 new funds/quarter

61 → 50 → 90 → 68 → 64 new funds/Q
New funds entering each quarter: 50 → 90 → 68 → 64. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 37% new entrants

■ 37% veterans ■ 27% 1-2yr ■ 37% new
Of 561 current holders: 207 (37%) held 2+ years, 149 held 1–2 years, 205 (37%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
25 of 560 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 — DUHP

In 2026 Q2, 353 hedge funds were net buyers of DUHP (64 opened a new position, 289 added to an existing one), while 170 reduced or exited (132 trimmed, 38 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 561.

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

-- --

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.

10 top-rated funds 80 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: DUHP
558 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 558 535 4.3%
13F Shares 262M 250M 4.88%
Total Value $10.71B $9.03B 18.57%
New Positions 63 68 -5
Increased Positions 288 281 +7
Closed Positions 39 35 +4
Reduced Positions 132 121 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DUHP

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

558 + investors

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

QUARTER:
Top 25 DUHP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stolz & Associates, Ps 19.89% 763,427 $31.9M
2 Tandemgrowth Financial Advisors LLC 16.38% 480,387 $20.0M
3 Aspen Private Advisors, LLC 14.70% 351,240 $14.7M
4 Hippocratic Financial Advisors, LLC 13.61% 864,360 $36.1M
5 Freedom Investment Management, Inc. 13.06% 1,124,058 $46.9M
6 Timonier Family Office, LTD. 12.63% 1,072,005 $44.7M
7 Oceanside Advisors LLC 12.30% 584,073 $24.4M
8 Woodward Financial Advisors, Inc. 11.97% 858,310 $35.8M
9 Meredith Wealth Planning 11.71% 1,189,266 $49.6M
10 Safeguard Investment Advisory Group, LLC 11.22% 1,164,049 $48.6M
11 Retirement Solution LLC 10.75% 1,317,557 $55.0M
12 Entrust Financial LLC 10.66% 393,725 $16.4M
13 Petersen Hastings Wealth Advisors Inc. 10.56% 3,014,121 $125.8M
14 MB Generational Wealth, LLC 10.21% 498,720 $20.8M
15 Scratch Capital LLC 10.02% 483,926 $20.2M
16 Tassel Capital Management, Inc. 9.97% 510,521 $21.3M
17 Dwr Wealth Management, LLC 9.89% 319,146 $13.2M
18 Financial Consulate, Inc 9.80% 2,109,650 $88.0M
19 RW Investment Management LLC 9.69% 2,644,596 $110.4M
20 Great Oak Capital Partners, LLC 9.62% 1,070,846 $44.5M
21 Leading Edge Financial Planning LLC 9.56% 1,286,243 $53.7M
22 Trailhead Planners LLC 9.32% 231,104 $9.6M
23 CSP Financial Group, LLC 9.15% 257,260 $10.7M
24 Satovsky Asset Management LLC 8.95% 1,344,748 $56.1M
25 Foundry Financial LLC 7.83% 557,469 $23.3M
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 — 67% buying: Last quarter: 353 funds were net buyers (64 opened a brand new position + 289 added to an existing one). Only 170 were sellers (132 trimmed + 38 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DUHP holders?

Smaller funds dominant — 5% AUM from top-100: 25 of 560 holders rank in the top 100 by AUM, but together hold only 5% 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 561 current holders: 215 (38%) held >2 years, 185 held 1–2 years, and 161 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.

Full history →