Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFAE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +54
Streak
11Q ▲
Buyers last Q
63%

Smart Money Signals — DFAE

Based on 599 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFAE 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
599 hedge funds hold DFAE 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 — +28% more funds vs a year ago

fund count last 6Q
+132 new funds entered over the past year (+28% 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 — 63% buying

353 buying207 selling
Last quarter: 353 funds were net buyers (86 opened a brand new position + 267 added to an existing one). Only 207 were sellers (175 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new DFAE position: 55 → 67 → 54 → 86. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 24% medium ■ 26% new
300 out of 599 hedge funds have held DFAE 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

69 → 55 → 67 → 54 → 86 new funds/Q
New funds entering each quarter: 55 → 67 → 54 → 86. A growing number of institutions are discovering DFAE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 17% 1-2yr ■ 37% new
Of 599 current holders: 278 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
17 of 599 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Hedge Fund Ownership: DFAE

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

Market Analysis: DFAE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAE

-- --

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.

28 top-rated funds 55 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: DFAE
2026 Q1 Stats Unlock in 11 days 599 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 599 545 9.91%
13F Shares 172M 162M 6.39%
Total Value $5.76B $5.30B 8.53%
New Positions 86 54 +32
Increased Positions 267 260 +7
Closed Positions 32 22 +10
Reduced Positions 175 162 +13
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAE

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

Financial Highlights

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Institutional Holders (2026 Q1)

599 + investors

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

Top 25 institutional holders of DFAE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aquire Wealth Advisors, LLC 9.73% 1,093,683 $37.0M
2 Chico Wealth RIA 9.64% 466,111 $15.8M
3 Morling Financial Advisors, LLC 8.01% 769,272 $26.0M
4 RAM Investment Partners, LLC 7.88% 1,325,462 $44.9M
5 CPA Asset Management Group, LLC 7.77% 683,939 $23.2M
6 First Bancorp, Inc /ME/ 7.48% 444,593 $15.1M
7 STOLZ & ASSOCIATES, PS 7.12% 274,718 $10.2M
8 Avondale Wealth Management 6.95% 417,883 $14.1M
9 Great Point Wealth Advisors, LLC 6.71% 1,073,678 $36.4M
10 WASHINGTON TRUST BANK 6.51% 2,606,969 $88.3M
11 Pioneer Wealth Management Group 6.29% 662,686 $22.4M
12 Graver Capital Management, LLC 6.17% 239,699 $8.1M
13 Keyes, Stange & Wooten Wealth Management, LLC 6.06% 401,152 $13.6M
14 DEMMING FINANCIAL SERVICES CORP /ADV 5.98% 243,278 $8.2M
15 GK Wealth Management LLC 5.92% 208,033 $6.8M
16 Financial Alternatives, Inc 5.83% 319,154 $10.8M
17 Creative Capital Management Investments LLC 5.76% 592,892 $20.1M
18 Sterling Wealth Advisors Inc 5.45% 254,342 $9.6M
19 Thayer Financial, L.L.C. 5.34% 154,636 $5.2M
20 DWR WEALTH MANAGEMENT, LLC 5.28% 174,066 $5.7M
21 Freedom Investment Management, Inc. 5.18% 515,358 $17.5M
22 Colony Family Offices, LLC 5.08% 608,449 $20.6M
23 Root Financial Partners, LLC 5.06% 3,229,392 $109.3M
24 Klaas Financial Asset Advisors, LLC 5.03% 1,075,966 $36.4M
25 Allodium Investment Consultants, LLC 4.96% 306,050 $10.4M
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 (DFAE)

What does the Smart Money Trend signal show for DFAE?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DFAE 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 DFAE?

More buyers than sellers — 63% buying: Last quarter: 353 funds were net buyers (86 opened a brand new position + 267 added to an existing one). Only 207 were sellers (175 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAE holders?

Smaller funds dominant — 19% AUM from top-100: 17 of 599 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAE?

50% of holders stayed for 2+ years: 300 out of 599 hedge funds have held DFAE 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.