Dimensional ETF Trust (DFEV) Hedge Fund Ownership (Q1 2026)

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

As of today, DFEV 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), DFEV gained -1.8% vs +4.0% 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.

Dimensional ETF Trust (DFEV)

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

Smart Money Signals — DFEV

Based on 265 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 DFEV 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

265 hedge funds hold DFEV 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 — +46% more funds vs a year ago

fund count last 6Q

+83 new funds entered over the past year (+46% 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 — 64% buying

161 buying91 selling

Last quarter: 161 funds were net buyers (43 opened a brand new position + 118 added to an existing one). Only 91 were sellers (68 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~43 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 24 → 35 → 40 → 43. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 35% long-term, 34% new

■ 35% conviction (2yr+) ■ 31% medium ■ 34% new

Of the 265 current holders: 92 (35%) held >2 years, 82 held 1–2 years, and 91 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

24 → 24 → 35 → 40 → 43 new funds/Q

New funds entering each quarter: 24 → 35 → 40 → 43. A growing number of institutions are discovering DFEV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 35% veterans, 43% new entrants

■ 35% veterans ■ 22% 1-2yr ■ 43% new

Of 265 current holders: 94 (35%) held 2+ years, 58 held 1–2 years, 113 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds

17 of 265 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	265	245	8.16%
13F Shares	31M	28M	11.14%
Total Value	$1.05B	$976M	7.99%
New Positions	43	40	+3
Increased Positions	118	102	+16
Closed Positions	23	17	+6
Reduced Positions	68	69	-1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

265

245

8.16%

13F Shares

31M

28M

11.14%

Total Value

$1.05B

$976M

7.99%

New Positions

Increased Positions

118

102

+16

Closed Positions

Reduced Positions

-1

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

265 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFEV. 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.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DFEV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	NorthAvenue LLC	16.45%	538,310	$23.0M
2	SPWM Advisors LLC	10.14%	274,653	$11.0M
3	Sensible Money, LLC	8.46%	748,053	$31.9M
4	Eagle Wealth Strategies LLC	7.89%	483,697	$20.6M
5	True Wealth Design, LLC	7.05%	694,242	$29.6M
6	Cambridge Financial Group, LLC	6.80%	505,917	$21.6M
7	Asset Dedication, LLC	6.63%	2,469,715	$105.4M
8	Financial Architects, LLC	5.40%	264,150	$11.3M
9	Strata Wealth Advisors, LLC	4.73%	455,010	$19.4M
10	Family Investment Center, Inc.	4.28%	604,094	$25.8M
11	McCartney Wealth Management LLC	3.86%	119,413	$5.1M
12	Guardian Wealth Management, LLC	3.86%	322,338	$13.8M
13	Marquette Asset Management, LLC	3.69%	673,678	$28.7M
14	B&D White Capital Company, LLC	3.43%	807,853	$34.5M
15	Cordant, Inc.	3.21%	208,986	$8.9M
16	McGrath & Associates, Inc.	3.16%	56,926	$2.4M
17	Vestia Personal Wealth Advisors	3.01%	367,532	$7.7M
18	Golden Bell Financial Planning LLC	2.72%	86,555	$3.7M
19	Freedom Investment Management, Inc.	2.71%	227,828	$9.7M
20	Eq Wealth Advisors, LLC	2.70%	114,988	$4.9M
21	Mills Wealth Advisors LLC	2.63%	195,432	$8.3M
22	Viaable, LLC	2.32%	67,231	$2.8M
23	White Wing Wealth Management	2.20%	98,866	$4.2M
24	Root Financial Partners, LLC	2.10%	1,268,143	$54.1M
25	Sterling Financial Planning, Inc.	2.01%	173,234	$7.4M

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 (DFEV)

What does the Smart Money Trend signal show for DFEV?

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

More buyers than sellers — 64% buying: Last quarter: 161 funds were net buyers (43 opened a brand new position + 118 added to an existing one). Only 91 were sellers (68 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFEV holders?

Smaller funds dominant — 14% AUM from top-100: 17 of 265 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFEV?

Mixed — 35% long-term, 34% new: Of the 265 current holders: 92 (35%) held >2 years, 82 held 1–2 years, and 91 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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

As of today, DFEV 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), DFEV has gained -1.8% vs +4.0% 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.

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Dimensional ETF Trust (DFEV)

Smart Money Signals — DFEV

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +46% more funds vs a year ago

More buyers than sellers — 64% buying

Steady new buyers — ~43 new funds per quarter

Mixed — 35% long-term, 34% new

Growing discovery — still being found

Mixed cohorts — 35% veterans, 43% new entrants

Smaller funds dominant — 14% AUM from top-100

Institutional Sentiment Summary — DFEV

Hedge Fund Ownership: DFEV

Market Analysis: DFEV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFEV

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

Hedge Fund Positioning: DFEV

Statistics: DFEV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFEV)

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