Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFCA)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
70%

Smart Money Signals — DFCA

Based on 72 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added DFCA 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
72 hedge funds hold DFCA 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 — +64% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+64% 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 — 70% buying

44 buying19 selling
Last quarter: 44 funds were net buyers (12 opened a brand new position + 32 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 14 → 15 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 40% entered in last year

■ 22% conviction (2yr+) ■ 38% medium ■ 40% new
Only 16 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~12 new funds/quarter

5 → 12 → 14 → 15 → 12 new funds/Q
New funds entering each quarter: 12 → 14 → 15 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 56% of holders entered in last year

■ 19% veterans ■ 25% 1-2yr ■ 56% new
Of 72 current holders: 40 (56%) entered in the past year, only 14 (19%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
5 of 72 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.
4.8
out of 10
Moderate Exit Risk
Exit risk score 4.8/10 — 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.

Institutional Sentiment Summary — DFCA

In 2026 Q1, 44 hedge funds were net buyers of DFCA (12 opened a new position, 32 added to an existing one), while 19 reduced or exited (11 trimmed, 8 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 72.

Hedge Fund Ownership: DFCA

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

Market Analysis: DFCA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFCA

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: DFCA
83 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 83 72 15.28%
13F Shares 11M 10M 3.84%
Total Value $548M $513M 6.98%
New Positions 15 12 +3
Increased Positions 36 32 +4
Closed Positions 4 8 -4
Reduced Positions 16 11 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFCA

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Institutional Holders (2026 Q2)

83 + investors

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

QUARTER:
Top 25 DFCA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Citrine Capital LLC 18.60% 1,001,570 $50.3M
2 Signature Resources Capital Management, LLC 2.17% 109,573 $5.5M
3 Elmwood Wealth Management, Inc. 1.56% 124,368 $6.2M
4 marrick wealth, LLC 0.91% 25,416 $1.3M
5 TriaGen Wealth Management LLC 0.89% 71,160 $3.6M
6 Prospect Financial Group LLC 0.73% 17,960 $901K
7 Nautilus Advisors LLC 0.71% 24,187 $1.2M
8 Scratch Capital LLC 0.51% 20,379 $1.0M
9 Foundry Financial LLC 0.50% 29,474 $1.5M
10 Mercer Global Advisors Inc /Adv 0.48% 7,657,138 $384.2M
11 Three Arch Wealth Management LLC 0.37% 47,602 $2.4M
12 Vistica Wealth Advisors, LLC 0.36% 8,280 $415K
13 Wheels Up Wealth, Inc. 0.21% 4,902 $246K
14 Savvy Advisors, Inc. 0.20% 191,505 $9.6M
15 V2 Financial group LLC 0.19% 10,394 $522K
16 Red Lighthouse Investment Management, LLC 0.17% 11,083 $556K
17 Parkshore Wealth Management, Inc. 0.16% 11,026 $553K
18 Fmb Wealth Management 0.15% 8,041 $403K
19 3 Factor Indexing, LLC 0.14% 3,380 $170K
20 Birch Financial Group, LLC 0.14% 5,559 $279K
21 RAM Investment Partners, LLC 0.14% 17,040 $855K
22 Johnson Wealth Management, LLC 0.13% 6,165 $309K
23 Root Financial Partners, LLC 0.12% 63,917 $3.2M
24 Two West Capital Advisors LLC 0.12% 4,965 $248K
25 Burton Enright Welch 0.12% 19,841 $996K
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 (DFCA)

What does the Smart Money Trend signal show for DFCA?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added DFCA 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 DFCA?

More buyers than sellers — 70% buying: Last quarter: 44 funds were net buyers (12 opened a brand new position + 32 added to an existing one). Only 19 were sellers (11 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFCA holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 72 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 DFCA?

Mostly new holders — 40% entered in last year: Only 16 funds (22%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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