Dimensional ETF Trust (DUSB): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

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

As of today, DUSB has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), DUSB gained +-0.0% vs +14.9% 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.

Dimensional ETF Trust (DUSB)

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

Smart Money Signals — DUSB

Based on 189 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added DUSB 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

189 hedge funds hold DUSB right now — the highest count in 2.8 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 — +78% more funds vs a year ago

fund count last 6Q

+83 new funds entered over the past year (+78% 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 — 68% buying

126 buying58 selling

Last quarter: 126 funds were net buyers (33 opened a brand new position + 93 added to an existing one). Only 58 were sellers (50 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 24 → 27 → 39 → 33. 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.

🔄

Mostly new holders — 43% entered in last year

■ 13% conviction (2yr+) ■ 44% medium ■ 43% new

Only 25 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

29 → 24 → 27 → 39 → 33 new funds/Q

New funds entering each quarter: 24 → 27 → 39 → 33. A growing number of institutions are discovering DUSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 57% of holders entered in last year

■ 10% veterans ■ 33% 1-2yr ■ 57% new

Of 189 current holders: 107 (57%) entered in the past year, only 19 (10%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

10 of 189 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	188	164	14.63%
13F Shares	23M	21M	9.58%
Total Value	$1.18B	$1.08B	8.62%
New Positions	32	39	-7
Increased Positions	93	73	+20
Closed Positions	8	9	-1
Reduced Positions	50	40	+10
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

188

164

14.63%

13F Shares

23M

21M

9.58%

Total Value

$1.18B

$1.08B

8.62%

New Positions

-7

Increased Positions

+20

Closed Positions

-1

Reduced Positions

+10

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

188 + investors

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

QUARTER:

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

Top 25 DUSB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Prudent Man Investment Management, Inc.	27.22%	1,597,198	$80.9M
2	Planning Center, Inc.	18.25%	3,552,627	$180.2M
3	Rachor Investment Advisory Services, LLC	10.23%	383,900	$19.5M
4	Pillar Financial Advisors, LLC	10.08%	340,234	$17.3M
5	American Capital Advisory, LLC	9.90%	483,517	$24.5M
6	New Dimensions Wealth Management, LLC	8.53%	197,755	$10.0M
7	Sterling Wealth Management, Inc.	6.89%	495,047	$25.1M
8	Wolfstich Capital, LLC	6.17%	139,231	$7.1M
9	3 Factor Indexing, LLC	6.12%	127,718	$6.5M
10	Babb Wealth Advisors LLC	5.84%	210,509	$10.7M
11	Johnson Wealth Management, LLC	5.55%	226,682	$11.5M
12	Hiley Hunt Wealth Management	5.18%	231,684	$11.7M
13	Foundry Financial LLC	5.17%	240,613	$12.2M
14	Cogent Private Wealth, Inc.	5.14%	140,258	$7.1M
15	Onyx Financial Advisors, LLC	4.78%	227,112	$11.5M
16	SC&H Financial Advisors, Inc.	4.64%	607,348	$30.8M
17	SJS Investment Consulting Inc.	4.57%	737,706	$37.4M
18	Financial Plan, Inc.	4.45%	817,942	$41.5M
19	TAGStone Capital, Inc.	4.09%	228,259	$11.6M
20	Tumwater Wealth Management, LLC	3.76%	184,420	$9.4M
21	Root Financial Partners, LLC	3.55%	1,514,370	$76.8M
22	Financial Symmetry Inc	3.33%	184,504	$9.4M
23	Three Arch Wealth Management LLC	3.31%	363,353	$18.4M
24	Optimus Capital Advisors, LLC	3.16%	106,489	$5.4M
25	DiNuzzo Private Wealth, Inc.	3.10%	568,272	$28.8M

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 (DUSB)

What does the Smart Money Trend signal show for DUSB?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added DUSB 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 DUSB?

More buyers than sellers — 68% buying: Last quarter: 126 funds were net buyers (33 opened a brand new position + 93 added to an existing one). Only 58 were sellers (50 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DUSB holders?

Smaller funds dominant — 3% AUM from top-100: 10 of 189 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DUSB?

Mostly new holders — 43% entered in last year: Only 25 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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

As of today, DUSB has moved +-0.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (March 31, 2026), DUSB has gained +-0.0% vs +14.9% 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.

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Dimensional ETF Trust (DUSB)

Smart Money Signals — DUSB

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +78% more funds vs a year ago

More buyers than sellers — 68% buying

Fewer new buyers each quarter (-6 vs last Q)

Mostly new holders — 43% entered in last year

Growing discovery — still being found

Early stage — 57% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — DUSB

Hedge Fund Ownership: DUSB

Market Analysis: DUSB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DUSB

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

Hedge Fund Positioning: DUSB

Statistics: DUSB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Dimensional ETF Trust (DUSB)

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