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

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

As of today, DFIP 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), DFIP gained -1.5% vs +3.4% 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 (DFIP)

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

Smart Money Signals — DFIP

Based on 162 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added DFIP 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

162 hedge funds hold DFIP 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 — +20% more funds vs a year ago

fund count last 6Q

+27 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 60% buying

95 buying63 selling

Last quarter: 95 funds were net buyers (23 opened a brand new position + 72 added to an existing one). Only 63 were sellers (43 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 12 → 16 → 29 → 23. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 38% long-term, 27% new

■ 38% conviction (2yr+) ■ 35% medium ■ 27% new

Of the 162 current holders: 61 (38%) held >2 years, 57 held 1–2 years, and 44 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.

🚀

Acceleration phase — new buyers rushing in

15 → 12 → 16 → 29 → 23 new funds/Q

New funds entering each quarter: 12 → 16 → 29 → 23. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

📊

Mixed cohorts — 39% veterans, 35% new entrants

■ 39% veterans ■ 27% 1-2yr ■ 35% new

Of 162 current holders: 63 (39%) held 2+ years, 43 held 1–2 years, 56 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

12 of 161 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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	161	159	1.26%
13F Shares	18M	19M	-1.9%
Total Value	$755M	$772M	-2.13%
New Positions	23	29	-6
Increased Positions	72	83	-11
Closed Positions	20	15	+5
Reduced Positions	43	34	+9
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

161

159

1.26%

13F Shares

18M

19M

-1.9%

Total Value

$755M

$772M

-2.13%

New Positions

-6

Increased Positions

-11

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

161 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFIP. 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 DFIP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Pinney & Scofield, INC.	12.42%	615,557	$25.4M
2	New Dimensions Wealth Management, LLC	8.00%	256,742	$10.6M
3	Physician Wealth Solutions Inc.	7.24%	462,726	$19.1M
4	Scratch Capital LLC	7.17%	350,137	$14.4M
5	Yardley Wealth Management LLC	5.90%	315,060	$13.0M
6	Matson Money. Inc.	4.73%	4,102,699	$169.9M
7	Fortitude Family Office, LLC	4.35%	543,933	$22.4M
8	Leading Edge Financial Planning LLC	4.27%	580,584	$24.0M
9	Planning Center, Inc.	4.23%	1,085,533	$44.8M
10	Core Wealth Management, Inc.	3.66%	315,342	$13.0M
11	Rather & Kittrell, Inc.	3.38%	586,834	$24.2M
12	Five Oceans Advisors	3.37%	254,425	$10.5M
13	Level Financial Advisors	3.34%	362,625	$15.0M
14	McCartney Wealth Management LLC	3.32%	106,130	$4.4M
15	Hill Investment Group Partners, LLC	3.24%	769,537	$31.7M
16	Ares Financial Consulting, LLC	3.21%	108,404	$4.5M
17	Vestment Financial LLC	2.94%	159,371	$6.6M
18	Geometric Wealth Advisors	2.37%	531,015	$21.9M
19	Sterling Financial Planning, Inc.	2.02%	179,710	$7.4M
20	Foundry Financial LLC	1.93%	138,594	$5.7M
21	Market Street Wealth Management Advisors LLC	1.82%	310,187	$12.8M
22	BCU Wealth Advisors, LLC	1.75%	127,636	$5.3M
23	Grove Street Fiduciary, LLC	1.62%	92,861	$3.8M
24	Austin Wealth Management, LLC	1.58%	181,479	$7.5M
25	Porter White Investment Advisors, Inc.	1.55%	97,595	$4.0M

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 (DFIP)

What does the Smart Money Trend signal show for DFIP?

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

More buyers than sellers — 60% buying: Last quarter: 95 funds were net buyers (23 opened a brand new position + 72 added to an existing one). Only 63 were sellers (43 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFIP holders?

Smaller funds dominant — 2% AUM from top-100: 12 of 161 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFIP?

Mixed — 38% long-term, 27% new: Of the 162 current holders: 61 (38%) held >2 years, 57 held 1–2 years, and 44 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 (DFIP) following the 2026 Q2 hedge fund 13F filings?

As of today, DFIP 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), DFIP has gained -1.5% vs +3.4% 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 (DFIP)

Smart Money Signals — DFIP

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +20% more funds vs a year ago

More buyers than sellers — 60% buying

Fewer new buyers each quarter (-6 vs last Q)

Mixed — 38% long-term, 27% new

Acceleration phase — new buyers rushing in

Mixed cohorts — 39% veterans, 35% new entrants

Smaller funds dominant — 2% AUM from top-100

Institutional Sentiment Summary — DFIP

Hedge Fund Ownership: DFIP

Market Analysis: DFIP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFIP

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

Hedge Fund Positioning: DFIP

Statistics: DFIP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFIP)

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