Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DEHP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
3Q ▲
Buyers last Q
62%

Smart Money Signals — DEHP

Based on 98 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DEHP 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
98 hedge funds hold DEHP 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 — +36% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+36% 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 — 62% buying

59 buying36 selling
Last quarter: 59 funds were net buyers (18 opened a brand new position + 41 added to an existing one). Only 36 were sellers (30 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 16 → 13 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 31% medium ■ 30% new
39 out of 98 hedge funds have held DEHP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

13 → 5 → 16 → 13 → 18 new funds/Q
New funds entering each quarter: 5 → 16 → 13 → 18. A growing number of institutions are discovering DEHP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 37% veterans, 36% new entrants

■ 37% veterans ■ 28% 1-2yr ■ 36% new
Of 98 current holders: 36 (37%) held 2+ years, 27 held 1–2 years, 35 (36%) 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
8 of 98 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.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — DEHP

In 2025 Q4, 59 hedge funds were net buyers of DEHP (18 opened a new position, 41 added to an existing one), while 36 reduced or exited (30 trimmed, 6 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 98.

Hedge Fund Ownership: DEHP

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

Market Analysis: DEHP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DEHP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: DEHP
2026 Q1 Stats Unlock in 7 days 98 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 98 86 13.95%
13F Shares 6M 6M 15.11%
Total Value $207M $171M 20.99%
New Positions 18 13 +5
Increased Positions 41 39 +2
Closed Positions 6 5 +1
Reduced Positions 30 28 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DEHP

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Institutional Holders (2026 Q1)

98 + investors

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

Top 25 institutional holders of DEHP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Three Arch Wealth Management LLC 3.60% 592,008 $20.0M
2 Unison Advisors LLC 2.33% 907,245 $30.7M
3 von Borstel & Associates, Inc. 1.89% 244,222 $8K
4 CSP Financial Group, LLC 1.55% 44,726 $1.5M
5 United Wealth Management, LLC 1.44% 171,484 $5.8M
6 Corus Family Wealth Advisors 1.43% 51,891 $1.8M
7 Wealth Advisors Northwest LLC 1.28% 90,004 $3.0M
8 Foundry Financial LLC 1.20% 83,864 $2.8M
9 Meredith Wealth Planning 0.96% 105,098 $3.6M
10 Mills Wealth Advisors LLC 0.96% 81,055 $2.7M
11 DiNuzzo Private Wealth, Inc. 0.78% 213,393 $7.2M
12 FORTERIS WEALTH MANAGEMENT INC. 0.77% 23,771 $803K
13 Applied Capital LLC 0.67% 53,094 $1.8M
14 Integrity Advisory Solutions, LLC 0.64% 144,064 $4.9M
15 Kane Co Wealth Management, Inc. 0.49% 17,166 $580K
16 BDFS Capital LLC 0.43% 26,571 $898K
17 Daner Wealth Management, LLC 0.43% 17,879 $729K
18 Alpha Financial Advisors, LLC 0.41% 39,918 $1.3M
19 Abel Hall, LLC 0.41% 57,258 $1.9M
20 Two West Capital Advisors LLC 0.39% 19,397 $742K
21 SUTTON PLACE INVESTORS LLC 0.37% 20,123 $680K
22 E-Wealth Partners, LLC 0.34% 12,570 $405K
23 Acorn Wealth Advisors, LLC 0.29% 29,581 $1000K
24 WorthPointe, LLC 0.29% 31,204 $1.1M
25 Approach Retirement Advisors, LLC 0.26% 9,241 $312K
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 (DEHP)

What does the Smart Money Trend signal show for DEHP?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DEHP 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 DEHP?

More buyers than sellers — 62% buying: Last quarter: 59 funds were net buyers (18 opened a brand new position + 41 added to an existing one). Only 36 were sellers (30 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DEHP holders?

Smaller funds dominant — 5% AUM from top-100: 8 of 98 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 DEHP?

40% of holders stayed for 2+ years: 39 out of 98 hedge funds have held DEHP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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.