Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DUHP)

529 + 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
↑ +34
Streak
11Q ▲
Buyers last Q
69%

Smart Money Signals — DUHP

Based on 534 hedge funds · latest filing: 2026 Q1 · 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
534 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 — +42% more funds vs a year ago

fund count last 6Q
+158 new funds entered over the past year (+42% 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

348 buying154 selling
Last quarter: 348 funds were net buyers (67 opened a brand new position + 281 added to an existing one). Only 154 were sellers (121 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-22 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 60 → 50 → 89 → 67. 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.
📌

Mixed — 36% long-term, 29% new

■ 36% conviction (2yr+) ■ 34% medium ■ 29% new
Of the 534 current holders: 193 (36%) held >2 years, 184 held 1–2 years, and 157 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

41 → 60 → 50 → 89 → 67 new funds/Q
New funds entering each quarter: 60 → 50 → 89 → 67. A growing number of institutions are discovering DUHP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 35% veterans, 38% new entrants

■ 35% veterans ■ 27% 1-2yr ■ 38% new
Of 534 current holders: 186 (35%) held 2+ years, 145 held 1–2 years, 203 (38%) 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
21 of 534 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.
4.2
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.

Institutional Sentiment Summary — DUHP

In 2026 Q1, 348 hedge funds were net buyers of DUHP (67 opened a new position, 281 added to an existing one), while 154 reduced or exited (121 trimmed, 33 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +34 funds (more new holders than closures). Total institutional holders: 534.

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.

Is It Too Late to Buy Dimensional ETF Trust (DUHP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DUHP 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
DUHP
+12.9%
SPY
+15.9%

DUHP outperformed SPY by -3.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DUHP
+4.1%
SPY
+2.0%

Since the filing became public, DUHP outperformed SPY by +2.1% .

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.

14 top-rated funds 72 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: DUHP
529 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 529 500 5.8%
13F Shares 249M 234M 6.67%
Total Value $9.01B $8.93B 0.99%
New Positions 66 89 -23
Increased Positions 279 243 +36
Closed Positions 37 29 +8
Reduced Positions 120 113 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DUHP

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Financial Highlights

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Institutional Holders (2026 Q1)

529 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stolz & Associates, Ps 19.95% 735,902 $28.6M
2 Tandemgrowth Financial Advisors LLC 16.37% 472,628 $17.4M
3 Hippocratic Financial Advisors, LLC 13.30% 825,016 $30.3M
4 Freedom Investment Management, Inc. 12.94% 1,185,914 $43.6M
5 Safeguard Investment Advisory Group, LLC 12.49% 1,230,260 $45.2M
6 Meredith Wealth Planning 11.95% 1,199,622 $44.1M
7 Oceanside Advisors LLC 11.84% 564,525 $20.8M
8 Retirement Solution LLC 11.40% 1,311,614 $48.2M
9 MB Generational Wealth, LLC 10.94% 537,956 $19.8M
10 Entrust Financial LLC 10.43% 405,888 $14.9M
11 Petersen Hastings Wealth Advisors Inc. 9.97% 2,960,196 $108.8M
12 Tassel Capital Management, Inc. 9.87% 494,341 $18.2M
13 Dwr Wealth Management, LLC 9.77% 274,939 $10.5M
14 GK Wealth Management LLC 9.66% 309,770 $11.1M
15 Financial Consulate, Inc 9.34% 2,038,669 $74.9M
16 Scratch Capital LLC 9.31% 442,179 $16.3M
17 Leading Edge Financial Planning LLC 9.28% 1,200,073 $44.1M
18 Great Oak Capital Partners, LLC 9.25% 1,048,651 $39.8M
19 RW Investment Management LLC 9.21% 2,588,182 $95.1M
20 Trailhead Planners LLC 9.00% 254,968 $9.4M
21 CSP Financial Group, LLC 8.81% 234,162 $8.6M
22 Satovsky Asset Management LLC 8.51% 1,311,703 $48.2M
23 Financial Harvest, LLC 8.36% 386,120 $14.2M
24 Foundry Financial LLC 7.71% 495,413 $18.2M
25 Lynch Investment Planning, LLC 7.61% 230,498 $8.5M
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: 348 funds were net buyers (67 opened a brand new position + 281 added to an existing one). Only 154 were sellers (121 trimmed + 33 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: 21 of 534 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 — 36% long-term, 29% new: Of the 534 current holders: 193 (36%) held >2 years, 184 held 1–2 years, and 157 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.

Is it too late to buy Dimensional ETF Trust (DUHP) following the 2026 Q1 hedge fund 13F filings?

As of today, DUHP has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), DUHP has gained +12.9% 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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