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

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

As of today, DFGX 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), DFGX gained -2.4% 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 (DFGX)

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

Smart Money Signals — DFGX

Based on 165 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added DFGX 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

165 hedge funds hold DFGX 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 — +88% more funds vs a year ago

fund count last 6Q

+77 new funds entered over the past year (+88% 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 — 78% buying

128 buying36 selling

Last quarter: 128 funds were net buyers (34 opened a brand new position + 94 added to an existing one). Only 36 were sellers (27 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 19 → 29 → 32 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 47% entered in last year

■ 13% conviction (2yr+) ■ 40% medium ■ 47% new

Only 21 funds (13%) 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.

📈

Growing discovery — still being found

22 → 19 → 29 → 32 → 34 new funds/Q

New funds entering each quarter: 19 → 29 → 32 → 34. A growing number of institutions are discovering DFGX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 60% of holders entered in last year

■ 8% veterans ■ 32% 1-2yr ■ 60% new

Of 165 current holders: 99 (60%) entered in the past year, only 13 (8%) 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 — 5% AUM from top-100

5% from top-100 AUM funds

10 of 164 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.2

out of 10

Moderate Exit Risk

Exit risk score 5.2/10 — 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	163	140	16.43%
13F Shares	21M	19M	11.19%
Total Value	$1.07B	$975M	10.01%
New Positions	32	32	-
Increased Positions	94	81	+13
Closed Positions	9	8	+1
Reduced Positions	27	19	+8
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

163

140

16.43%

13F Shares

21M

19M

11.19%

Total Value

$1.07B

$975M

10.01%

New Positions

Increased Positions

+13

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

163 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFGX. 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 DFGX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Ironwood Wealth Management, LLC.	11.31%	952,480	$51.0M
2	Verisail Partners, LLC	8.96%	450,943	$24.2M
3	SageOak Financial, LLC	8.60%	246,732	$13.2M
4	United Wealth Management, LLC	8.15%	676,064	$36.2M
5	Planning Center, Inc.	8.07%	1,595,524	$85.5M
6	E6 Portfolios, LLC	7.97%	186,105	$10.0M
7	Private Wealth Management Group, LLC	7.90%	635,640	$34.1M
8	Shotwell Rutter Baer Inc	7.79%	264,904	$14.2M
9	Beacon Hill Wealth Management LTD.	7.67%	206,600	$11.1M
10	Guardian Wealth Management, LLC	7.32%	486,969	$26.1M
11	Babb Wealth Advisors LLC	6.66%	257,900	$13.8M
12	Alpha Financial Advisors, LLC	6.55%	467,359	$25.0M
13	Clarity Wealth Development LLC	6.54%	219,887	$11.8M
14	Yardley Wealth Management LLC	6.16%	252,993	$13.6M
15	Market Street Wealth Management Advisors LLC	5.63%	738,963	$39.6M
16	Eaton-Cambridge Inc.	5.60%	372,058	$19.9M
17	Johnson Wealth Management, LLC	5.53%	243,427	$13.0M
18	Equita Financial Network, Inc.	5.44%	365,866	$19.6M
19	Vermillion Wealth Management, Inc.	4.49%	357,028	$19.1M
20	Heffernan Advisory, Inc	4.35%	97,067	$5.2M
21	Bridge Generations Wealth Management LLC	3.97%	145,346	$7.8M
22	Strathmore Capital Advisors, Inc.	3.71%	263,676	$13.8M
23	HFM Investment Advisors, LLC	3.63%	193,410	$10.4M
24	Hill Investment Group Partners, LLC	3.61%	660,685	$35.4M
25	Mattern Wealth Management LLC	3.38%	384,379	$20.6M

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 (DFGX)

What does the Smart Money Trend signal show for DFGX?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added DFGX 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 DFGX?

More buyers than sellers — 78% buying: Last quarter: 128 funds were net buyers (34 opened a brand new position + 94 added to an existing one). Only 36 were sellers (27 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFGX holders?

Smaller funds dominant — 5% AUM from top-100: 10 of 164 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFGX?

Mostly new holders — 47% entered in last year: Only 21 funds (13%) 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.

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

As of today, DFGX 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), DFGX has gained -2.4% 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 (DFGX)

Smart Money Signals — DFGX

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +88% more funds vs a year ago

More buyers than sellers — 78% buying

Steady new buyers — ~34 new funds per quarter

Mostly new holders — 47% entered in last year

Growing discovery — still being found

Early stage — 60% of holders entered in last year

Smaller funds dominant — 5% AUM from top-100

Institutional Sentiment Summary — DFGX

Hedge Fund Ownership: DFGX

Market Analysis: DFGX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFGX

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

Hedge Fund Positioning: DFGX

Statistics: DFGX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFGX)

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