Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFAT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +53
Streak
3Q ▲
Buyers last Q
57%

Smart Money Signals — DFAT

Based on 727 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 DFAT 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
727 hedge funds hold DFAT 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 — +11% more funds vs a year ago

fund count last 6Q
+74 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

342 buying260 selling
Last quarter: 342 funds bought or added vs 260 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new DFAT position: 47 → 52 → 52 → 90. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 23% medium ■ 18% new
431 out of 727 hedge funds have held DFAT 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

80 → 47 → 52 → 52 → 90 new funds/Q
New funds entering each quarter: 47 → 52 → 52 → 90. A growing number of institutions are discovering DFAT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 18% 1-2yr ■ 29% new
Of 727 current holders: 390 (54%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
19 of 727 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — DFAT

In 2025 Q4, 342 hedge funds were net buyers of DFAT (90 opened a new position, 252 added to an existing one), while 260 reduced or exited (223 trimmed, 37 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +53 funds (more new holders than closures). Total institutional holders: 727.

Hedge Fund Ownership: DFAT

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

Market Analysis: DFAT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFAT

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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.

36 top-rated funds 73 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: DFAT
2026 Q1 Stats Unlock in 8 days 727 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 727 674 7.86%
13F Shares 161M 147M 9.85%
Total Value $9.80B $8.60B 13.98%
New Positions 90 52 +38
Increased Positions 252 251 +1
Closed Positions 37 36 +1
Reduced Positions 223 223 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFAT

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Institutional Holders (2026 Q1)

727 + investors

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

Top 25 institutional holders of DFAT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard Young Associates, Ltd. 26.51% 558,976 $34.9M
2 NorthAvenue LLC 22.01% 446,623 $26.6M
3 GREAT OAK CAPITAL PARTNERS, LLC 21.56% 1,432,301 $92.7M
4 BAYSHORE ASSET MANAGEMENT, LLC 20.78% 835,709 $52.2M
5 Sensible Money, LLC 20.30% 1,068,341 $66.7M
6 Kilner Capital Advisors, LLC 19.04% 318,180 $19.9M
7 Financial Harvest, LLC 18.67% 507,634 $31.7M
8 Trust Co of the South 17.98% 1,790,490 $111.8M
9 Team Hewins, LLC 17.08% 920,291 $57.5M
10 JACKSON THORNTON WEALTH MANAGEMENT, LLC 16.51% 2,840,246 $183.5M
11 Tumwater Wealth Management, LLC 15.79% 628,735 $39.3M
12 Parkwoods Wealth Partners, LLC 13.97% 912,352 $57.0M
13 RF&L WEALTH MANAGEMENT, LLC 13.55% 289,809 $18.1M
14 Disciplined Equity Management, Inc. 13.00% 414,170 $25.9M
15 Premier Financial Group 12.74% 1,186,639 $74.8M
16 Graver Capital Management, LLC 11.69% 246,466 $15.4M
17 Meritas Wealth Management, LLC 11.44% 405,032 $25.3M
18 BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 11.12% 310,500 $19.4M
19 JDH Wealth Management, LLC 9.39% 222,944 $13.9M
20 Forum Financial Management, LP 9.14% 10,349,578 $646.3M
21 Capstone Wealth Management, LLC 8.83% 202,801 $12.7M
22 EnRich Financial Partners LLC 8.64% 521,617 $32.6M
23 Keyes, Stange & Wooten Wealth Management, LLC 8.35% 299,441 $18.7M
24 Twin Cities Retirement Group LLC 8.30% 145,353 $9.1M
25 Three Arch Wealth Management LLC 8.29% 738,026 $46.1M
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 (DFAT)

What does the Smart Money Trend signal show for DFAT?

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

Slight buying edge — 57% buying: Last quarter: 342 funds bought or added vs 260 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DFAT holders?

Smaller funds dominant — 4% AUM from top-100: 19 of 727 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 DFAT?

59% of holders stayed for 2+ years: 431 out of 727 hedge funds have held DFAT 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.