Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +28
Streak
11Q ▲
Buyers last Q
61%

Smart Money Signals — DFAS

Based on 872 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFAS 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
872 hedge funds hold DFAS 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+137 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

472 buying307 selling
Last quarter: 472 funds were net buyers (82 opened a brand new position + 390 added to an existing one). Only 307 were sellers (253 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-35 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 68 → 61 → 117 → 82. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 26% medium ■ 21% new
464 out of 872 hedge funds have held DFAS 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.
🚀

Acceleration phase — new buyers rushing in

69 → 68 → 61 → 117 → 82 new funds/Q
New funds entering each quarter: 68 → 61 → 117 → 82. 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.
🏛️

Veteran-anchored — 52% veterans vs 29% newcomers

■ 52% veterans ■ 20% 1-2yr ■ 29% new
Entry-cohort mix of 872 holders: 451 (52%) are 2+ year veterans, 171 entered 1–2 years ago, and 250 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
24 of 872 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — DFAS

In 2026 Q1, 472 hedge funds were net buyers of DFAS (82 opened a new position, 390 added to an existing one), while 307 reduced or exited (253 trimmed, 54 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 35% of total institutional value in DFAS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +28 funds (more new holders than closures). Total institutional holders: 872.

Hedge Fund Ownership: DFAS

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

Market Analysis: DFAS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAS

-- --

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

Is It Too Late to Buy Dimensional ETF Trust (DFAS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DFAS has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
DFAS
+2.2%
SPY
+3.4%

DFAS outperformed SPY by -1.2% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
DFAS
+0.0%
SPY
+0.0%

Since the filing became public, DFAS outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Growing Institutional Interest

Quality funds are building positions — conviction is rising but not yet widespread.

18 top-rated funds 73 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
6.3
/ 10
conviction
Hedge Fund Positioning: DFAS
2026 Q2 Stats Unlock in 5 days 862 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 862 842 2.38%
13F Shares 146M 142M 3.44%
Total Value $10.26B $10.30B -0.34%
New Positions 77 117 -40
Increased Positions 388 369 +19
Closed Positions 57 42 +15
Reduced Positions 251 213 +38
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAS

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 Q2)

862 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DFAS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard Young Associates, Ltd. 25.38% 463,838 $38.2M
2 Index Fund Advisors, Inc. 19.25% 5,887,790 $484.8M
3 Dixon Fnancial Services, INC. 18.47% 553,678 $45.6M
4 Heritage Wealth Management, Inc./Texas 13.52% 426,641 $35.1M
5 Disciplined Equity Management, Inc. 13.34% 365,926 $30.1M
6 Sentinel Wealth Management, INC. 13.03% 224,550 $18.5M
7 Pillar Financial Advisors, LLC 12.48% 289,794 $23.9M
8 Pinney & Scofield, INC. 11.71% 290,953 $24.0M
9 Stordahl Capital Management, Inc. 10.92% 724,321 $59.6M
10 Acorn Creek Capital LLC 10.79% 392,045 $32.3M
11 Broadhurst Jeffrey B 10.25% 58,515 $4.8M
12 TCI Wealth Advisors, Inc. 10.05% 2,820,974 $232.3M
13 Tassel Capital Management, Inc. 9.66% 250,557 $20.6M
14 Allodium Investment Consultants, LLC 9.47% 270,820 $22.3M
15 Mendota Financial Group, LLC 9.38% 183,808 $15.1M
16 Bannerman Wealth Management Group, LLC 9.22% 191,912 $15.8M
17 Professional Financial Solutions LLC /Adv 9.03% 141,095 $11.6M
18 Great Waters Wealth Management 8.77% 1,150,130 $94.7M
19 Hurlow Wealth Management Group, Inc. 8.64% 504,189 $41.5M
20 Your Advocates Ltd., LLP 8.18% 347,763 $28.6M
21 Moisand Fitzgerald Tamayo, LLC 7.88% 979,623 $80.7M
22 Three Arch Wealth Management LLC 7.86% 622,027 $51.2M
23 Guardian Wealth Management, LLC 7.81% 338,393 $27.9M
24 Root Financial Partners, LLC 7.45% 2,329,592 $191.8M
25 Bernicke Wealth Management, Ltd. 7.44% 830,897 $57.9M
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 (DFAS)

What does the Smart Money Trend signal show for DFAS?

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

More buyers than sellers — 61% buying: Last quarter: 472 funds were net buyers (82 opened a brand new position + 390 added to an existing one). Only 307 were sellers (253 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFAS holders?

Strong quality — 35% AUM from major funds: 24 of 872 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DFAS?

53% of holders stayed for 2+ years: 464 out of 872 hedge funds have held DFAS 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.

Is it too late to buy Dimensional ETF Trust (DFAS) following the 2026 Q2 hedge fund 13F filings?

As of today, DFAS has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DFAS has gained +2.2% vs +3.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →