Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFAT)

852 + 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
↑ +38
Streak
11Q ▲
Buyers last Q
53%

Smart Money Signals — DFAT

Based on 852 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
852 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+149 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.
🟡

Slight buying edge — 53% buying

366 buying327 selling
Last quarter: 366 funds bought or added vs 327 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 (+8 vs last Q)

new funds entering per quarter
Funds opening a new DFAT position: 54 → 99 → 77 → 85. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 24% medium ■ 21% new
470 out of 852 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.
➡️

Steady discovery — ~85 new funds/quarter

56 → 54 → 99 → 77 → 85 new funds/Q
New funds entering each quarter: 54 → 99 → 77 → 85. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 26% newcomers

■ 56% veterans ■ 18% 1-2yr ■ 26% new
Entry-cohort mix of 852 holders: 475 (56%) are 2+ year veterans, 156 entered 1–2 years ago, and 221 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds
25 of 852 holders rank in the top 100 by AUM, but together hold only 13% 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 — DFAT

In 2026 Q2, 366 hedge funds were net buyers of DFAT (85 opened a new position, 281 added to an existing one), while 327 reduced or exited (280 trimmed, 47 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 852.

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.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 94 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: DFAT
852 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 852 814 4.67%
13F Shares 171M 166M 3.32%
Total Value $11.59B $10.25B 13.11%
New Positions 85 77 +8
Increased Positions 281 292 -11
Closed Positions 47 41 +6
Reduced Positions 280 261 +19
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 Q2)

852 + investors

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

QUARTER:
Top 25 DFAT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Richard Young Associates, Ltd. 25.95% 558,629 $39.0M
2 NorthAvenue LLC 22.79% 455,179 $31.8M
3 Great Oak Capital Partners, LLC 21.67% 1,438,350 $100.2M
4 Bayshore Asset Management, LLC 20.40% 816,647 $57.1M
5 Sensible Money, LLC 20.23% 1,091,399 $76.3M
6 Kilner Capital Advisors, LLC 19.11% 319,755 $22.3M
7 Index Fund Advisors, Inc. 17.56% 6,328,437 $442.4M
8 Team Hewins, LLC 17.55% 917,911 $64.2M
9 Trust Co of the South 17.26% 1,754,110 $122.6M
10 Tumwater Wealth Management, LLC 16.10% 636,708 $44.5M
11 Jackson Thornton Wealth Management, LLC 15.55% 2,814,122 $196.7M
12 Financial Harvest, LLC 15.55% 538,074 $37.6M
13 Babb Wealth Advisors LLC 15.29% 453,835 $31.7M
14 Rf&L Wealth Management, LLC 13.67% 288,960 $20.2M
15 Disciplined Equity Management, Inc. 13.28% 429,100 $30.0M
16 Professional Financial Solutions LLC /Adv 12.90% 237,571 $16.6M
17 Graver Capital Management, LLC 11.74% 235,845 $16.5M
18 Lauterbach Financial Advisors, LLC 11.74% 390,415 $27.3M
19 Asset Dedication, LLC 11.21% 2,548,907 $178.2M
20 Bridge Generations Wealth Management LLC 11.09% 311,403 $21.8M
21 Meritas Wealth Management, LLC 11.01% 403,496 $28.2M
22 Parkwoods Wealth Partners, LLC 10.39% 925,410 $64.7M
23 Broadhurst Jeffrey B 10.25% 68,950 $4.8M
24 Forum Financial Management, LP 9.32% 10,383,581 $725.8M
25 JDH Wealth Management, LLC 9.27% 217,913 $15.2M
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 — 11 quarters in a row: For 11 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 — 53% buying: Last quarter: 366 funds bought or added vs 327 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 — 13% AUM from top-100: 25 of 852 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFAT?

55% of holders stayed for 2+ years: 470 out of 852 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.

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