Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFAR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — DFAR

Based on 255 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 DFAR 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
255 hedge funds hold DFAR 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 — +21% more funds vs a year ago

fund count last 6Q
+44 new funds entered over the past year (+21% 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 — 67% buying

157 buying76 selling
Last quarter: 157 funds were net buyers (36 opened a brand new position + 121 added to an existing one). Only 76 were sellers (62 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new DFAR position: 20 → 32 → 17 → 36. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 26% medium ■ 22% new
132 out of 255 hedge funds have held DFAR 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.
➡️

Steady discovery — ~36 new funds/quarter

32 → 20 → 32 → 17 → 36 new funds/Q
New funds entering each quarter: 20 → 32 → 17 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 21% 1-2yr ■ 35% new
Of 257 current holders: 113 (44%) 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 — 1% AUM from top-100

1% from top-100 AUM funds
10 of 255 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — DFAR

In 2025 Q4, 157 hedge funds were net buyers of DFAR (36 opened a new position, 121 added to an existing one), while 76 reduced or exited (62 trimmed, 14 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 255.

Hedge Fund Ownership: DFAR

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

Market Analysis: DFAR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAR

-- --

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.

13 top-rated funds 17 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: DFAR
2026 Q1 Stats Unlock in 9 days 257 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 257 233 10.3%
13F Shares 46M 41M 11.84%
Total Value $1.05B $979M 7.63%
New Positions 36 17 +19
Increased Positions 123 120 +3
Closed Positions 14 14 -
Reduced Positions 62 60 +2
Total Calls 1 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: DFAR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

257 + investors

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

Top 25 institutional holders of DFAR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elwood & Goetz Wealth Advisory Group, LLC 10.15% 2,529,398 $59.8M
2 Fidato Wealth LLC 8.18% 532,481 $12.6M
3 GREAT OAK CAPITAL PARTNERS, LLC 6.04% 1,055,675 $25.9M
4 RAM Investment Partners, LLC 5.93% 1,427,781 $33.8M
5 Pillar Financial Advisors, LLC 4.88% 353,086 $8.4M
6 Vannoy Advisory Group, Inc. 4.23% 282,335 $6.7M
7 Financial Harvest, LLC 4.10% 294,265 $7.0M
8 Onyx Financial Advisors, LLC 4.06% 413,239 $9.8M
9 Seneschal Advisors, LLC 3.74% 213,255 $5.0M
10 Moisand Fitzgerald Tamayo, LLC 3.67% 1,444,596 $34.2M
11 Core Wealth Management, Inc. 3.52% 485,351 $11.5M
12 United Wealth Management, LLC 3.50% 594,705 $14.1M
13 Strategic Wealth Advisors LLC 3.44% 181,322 $4K
14 Oceanside Advisors LLC 3.17% 235,198 $5.6M
15 Crestmont Private Wealth LLC 2.53% 339,149 $8.0M
16 BANNERMAN WEALTH MANAGEMENT GROUP, LLC 2.52% 157,826 $3.7M
17 Root Financial Partners, LLC 2.32% 2,117,477 $50.1M
18 GRAND WEALTH MANAGEMENT, LLC 2.27% 204,225 $4.8M
19 Burton Enright Welch 2.24% 698,117 $16.5M
20 Rachor Investment Advisory Services, LLC 2.19% 176,474 $4.2M
21 Trailhead Planners LLC 2.05% 90,098 $2.1M
22 Straight Path Wealth Management 2.03% 322,096 $7.6M
23 Integrity Wealth Solutions LLC 1.94% 209,225 $4.9M
24 Warburton Capital Management, LLC 1.93% 159,795 $4K
25 Citrine Capital LLC 1.91% 186,754 $4.4M
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 (DFAR)

What does the Smart Money Trend signal show for DFAR?

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

More buyers than sellers — 67% buying: Last quarter: 157 funds were net buyers (36 opened a brand new position + 121 added to an existing one). Only 76 were sellers (62 trimmed + 14 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAR holders?

Smaller funds dominant — 1% AUM from top-100: 10 of 255 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAR?

52% of holders stayed for 2+ years: 132 out of 255 hedge funds have held DFAR 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.