Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DUSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +24
Streak
9Q ▲
Buyers last Q
69%

Smart Money Signals — DUSB

Based on 148 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
148 hedge funds hold DUSB right now — the highest count in 2.5 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
+65 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 — 69% buying

100 buying45 selling
Last quarter: 100 funds were net buyers (33 opened a brand new position + 67 added to an existing one). Only 45 were sellers (36 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new DUSB position: 25 → 23 → 26 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 40% entered in last year

■ 10% conviction (2yr+) ■ 50% medium ■ 40% new
Only 15 funds (10%) 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

32 → 25 → 23 → 26 → 33 new funds/Q
New funds entering each quarter: 25 → 23 → 26 → 33. A growing number of institutions are discovering DUSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 67% of holders entered in last year

■ 3% veterans ■ 30% 1-2yr ■ 67% new
Of 148 current holders: 99 (67%) entered in the past year, only 4 (3%) 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 — 0% AUM from top-100

0% from top-100 AUM funds
6 of 148 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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: DUSB

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

Market Analysis: DUSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DUSB

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

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 18 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DUSB
2026 Q1 Stats Unlock in 17 days 148 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 148 124 19.35%
13F Shares 19M 15M 30.27%
Total Value $984M $757M 29.99%
New Positions 33 26 +7
Increased Positions 67 59 +8
Closed Positions 9 16 -7
Reduced Positions 36 29 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DUSB

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

148 + investors

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

Top 25 institutional holders of DUSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Planning Center, Inc. 18.25% 3,552,627 $180.2M
2 American Capital Advisory, LLC 9.90% 483,517 $24.5M
3 Wolfstich Capital, LLC 6.17% 139,231 $7.1M
4 Johnson Wealth Management, LLC 5.55% 226,682 $11.5M
5 Hiley Hunt Wealth Management 5.18% 231,684 $11.7M
6 Foundry Financial LLC 5.17% 240,613 $12.2M
7 Cogent Private Wealth, Inc. 5.14% 140,258 $7.1M
8 Onyx Financial Advisors, LLC 4.78% 227,112 $11.5M
9 SC&H Financial Advisors, Inc. 4.64% 607,348 $30.8M
10 SJS Investment Consulting Inc. 4.57% 737,706 $37.4M
11 Financial Plan, Inc. 4.45% 817,942 $41.5M
12 Tumwater Wealth Management, LLC 3.76% 184,420 $9.4M
13 Root Financial Partners, LLC 3.55% 1,514,370 $76.8M
14 DiNuzzo Private Wealth, Inc. 3.10% 568,272 $28.8M
15 GK Wealth Management LLC 3.01% 68,341 $3.5M
16 Torren Management, LLC 2.99% 118,270 $6.0M
17 Shore Point Advisors, LLC 2.92% 148,280 $7.4M
18 WEALTHSPAN PARTNERS, LLC 2.84% 159,183 $8.1M
19 MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2.62% 328,138 $16.6M
20 Navigoe, LLC 2.23% 74,378 $4K
21 DWR WEALTH MANAGEMENT, LLC 2.19% 46,539 $2.4M
22 ATLas Financial Planning LLC 2.18% 47,941 $2.4M
23 PHILLIPS FINANCIAL MANAGEMENT, LLC 1.89% 515,043 $26.1M
24 Parkwoods Wealth Partners, LLC 1.84% 148,262 $7.5M
25 VESTIA PERSONAL WEALTH ADVISORS 1.54% 64,438 $3.3M
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 (DUSB)

What does the Smart Money Trend signal show for DUSB?

Buying streak — 9 quarters in a row: For 9 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 — 69% buying: Last quarter: 100 funds were net buyers (33 opened a brand new position + 67 added to an existing one). Only 45 were sellers (36 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DUSB holders?

Smaller funds dominant — 0% AUM from top-100: 6 of 148 holders rank in the top 100 by AUM, but together hold only 0% 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 — 40% entered in last year: Only 15 funds (10%) 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.

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.