Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DXIV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
1Q ▲
Buyers last Q
80%

Smart Money Signals — DXIV

Based on 48 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DXIV 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
48 hedge funds hold DXIV right now — the highest count in 2.0 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 — +129% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+129% 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 — 80% buying

40 buying10 selling
Last quarter: 40 funds were net buyers (21 opened a brand new position + 19 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new DXIV position: 9 → 7 → 9 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 62% entered in last year

■ 0% conviction (2yr+) ■ 38% medium ■ 62% new
Only 0 funds (0%) 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.
🚀

Acceleration phase — new buyers rushing in

8 → 9 → 7 → 9 → 21 new funds/Q
New funds entering each quarter: 9 → 7 → 9 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🌱

Early stage — 83% of holders entered in last year

■ 0% veterans ■ 17% 1-2yr ■ 83% new
Of 48 current holders: 40 (83%) entered in the past year, only 0 (0%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
6 of 48 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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 — DXIV

In 2026 Q2, 40 hedge funds were net buyers of DXIV (21 opened a new position, 19 added to an existing one), while 10 reduced or exited (5 trimmed, 5 sold completely) — a 80% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 48.

Hedge Fund Ownership: DXIV

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

Market Analysis: DXIV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DXIV

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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.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: DXIV
48 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 48 32 50.0%
13F Shares 2M 1M 15.29%
Total Value $93M $79M 17.23%
New Positions 21 9 +12
Increased Positions 19 16 +3
Closed Positions 5 9 -4
Reduced Positions 5 2 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DXIV

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Institutional Holders (2026 Q2)

48 + investors

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

QUARTER:
Top 25 DXIV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fmb Wealth Management 5.20% 201,822 $14.1M
2 Cordant, Inc. 2.63% 104,447 $7.3M
3 E-Wealth Partners, LLC 1.20% 23,773 $1.7M
4 Versant Capital Management, Inc 0.69% 110,129 $7.7M
5 Vestia Personal Wealth Advisors 0.21% 7,728 $541K
6 Applied Capital LLC 0.17% 7,703 $539K
7 Approach Retirement Advisors, LLC 0.16% 3,050 $214K
8 Pure Financial Advisors, LLC 0.14% 156,518 $11.0M
9 Prosperitas Financial LLC 0.14% 6,030 $422K
10 Beacon Pointe Advisors, LLC 0.11% 334,902 $23.4M
11 Evanson Financial, LLC 0.09% 26,612 $1.9M
12 Discipline Wealth Solutions, LLC 0.08% 12,893 $903K
13 Studio Investment Management LLC 0.08% 6,642 $465K
14 Fiduciary Financial Group, LLC 0.04% 4,616 $323K
15 Gilpin Wealth Management, LLC 0.04% 736 $52K
16 BIP Wealth, LLC 0.03% 15,605 $1.1M
17 Glass Jacobson Investment Advisors llc 0.02% 921 $64K
18 Integrity Alliance, LLC. 0.01% 5,891 $412K
19 Sax Wealth Advisors, LLC 0.01% 4,308 $291K
20 Ares Financial Consulting, LLC 0.01% 230 $16K
21 Cardiff Park Advisors, LLC 0.01% 1,784 $125K
22 Cerity Partners LLC 0.01% 104,494 $7.3M
23 Assetmark, Inc 0.01% 69,020 $4.8M
24 OneDigital Investment Advisors LLC 0.00% 8,313 $582K
25 Mml Investors Services, LLC 0.00% 15,919 $1.1M
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 (DXIV)

What does the Smart Money Trend signal show for DXIV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DXIV 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 DXIV?

More buyers than sellers — 80% buying: Last quarter: 40 funds were net buyers (21 opened a brand new position + 19 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DXIV holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 48 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DXIV?

Mostly new holders — 62% entered in last year: Only 0 funds (0%) 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.

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