Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
11Q ▲
Buyers last Q
67%

Smart Money Signals — DFLV

Based on 364 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 DFLV 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
364 hedge funds hold DFLV 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 — +39% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+39% 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 — 67% buying

247 buying122 selling
Last quarter: 247 funds were net buyers (49 opened a brand new position + 198 added to an existing one). Only 122 were sellers (88 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 41 → 32 → 61 → 49. 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 — 37% long-term, 29% new

■ 37% conviction (2yr+) ■ 34% medium ■ 29% new
Of the 364 current holders: 135 (37%) held >2 years, 123 held 1–2 years, and 106 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

29 → 41 → 32 → 61 → 49 new funds/Q
New funds entering each quarter: 41 → 32 → 61 → 49. 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 — 36% veterans, 38% new entrants

■ 36% veterans ■ 26% 1-2yr ■ 38% new
Of 364 current holders: 131 (36%) held 2+ years, 94 held 1–2 years, 139 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
17 of 363 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — 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.

Institutional Sentiment Summary — DFLV

In 2026 Q1, 247 hedge funds were net buyers of DFLV (49 opened a new position, 198 added to an existing one), while 122 reduced or exited (88 trimmed, 34 sold completely) — a 67% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 364.

Hedge Fund Ownership: DFLV

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

Market Analysis: DFLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFLV

-- --

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

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

Signal Freshness measures how much DFLV has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 45d ago
DFLV
+6.3%
SPY
+3.4%

DFLV outperformed SPY by +2.9% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 0d ago
DFLV
+0.0%
SPY
+0.0%

Since the filing became public, DFLV outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 41 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: DFLV
2026 Q2 Stats Unlock in 5 days 360 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 360 348 3.45%
13F Shares 134M 121M 11.03%
Total Value $4.74B $4.18B 13.4%
New Positions 47 61 -14
Increased Positions 196 190 +6
Closed Positions 35 16 +19
Reduced Positions 88 69 +19
Total Calls 0 0 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFLV

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Institutional Holders (2026 Q2)

360 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFLV. 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.
Top 25 DFLV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stage Harbor Financial, LLC 16.08% 703,973 $27.8M
2 Fort Vancouver Investment Management, LLC 14.32% 775,331 $30.7M
3 Tumwater Wealth Management, LLC 12.97% 906,834 $35.9M
4 FinDec Wealth Services, Inc. 12.92% 276,532 $10.9M
5 Team Hewins, LLC 10.12% 935,378 $37.0M
6 Acorn Creek Capital LLC 9.88% 747,506 $29.6M
7 Lakeshore Financial Planning, Inc. 9.76% 767,113 $30.3M
8 Tilson Financial Group, Inc. 8.57% 788,526 $31.2M
9 Mosaic Family Wealth Partners, LLC 8.33% 3,140,205 $124.2M
10 Golden Bell Financial Planning LLC 8.23% 282,956 $11.2M
11 EnRich Financial Partners LLC 8.01% 852,592 $33.7M
12 Great Oak Capital Partners, LLC 7.99% 922,973 $37.0M
13 Navigate Wealth Management, LLC 7.88% 318,313 $12.7M
14 Root Financial Partners, LLC 7.24% 4,713,950 $186.4M
15 Summit Financial Strategies, Inc. 6.89% 2,481,330 $98.1M
16 DiNuzzo Private Wealth, Inc. 6.88% 1,758,222 $69.5M
17 Pillar Financial Advisors, LLC 6.64% 321,024 $12.7M
18 Foundry Financial LLC 6.36% 477,912 $18.9M
19 Burk Holdings LLC 5.81% 397,202 $15.7M
20 Destiny Wealth Partners, LLC 5.67% 988,557 $40.2M
21 Disciplined Investments, LLC 5.45% 426,625 $16.9M
22 Mustard Seed Financial, LLC 5.33% 259,655 $10.3M
23 Compass Advisory Group LLC 5.28% 561,619 $22.2M
24 Trinity Financial Advisors LLC 4.79% 471,031 $18.6M
25 VeraBank, N.A. 4.65% 710,583 $28.1M
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 (DFLV)

What does the Smart Money Trend signal show for DFLV?

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

More buyers than sellers — 67% buying: Last quarter: 247 funds were net buyers (49 opened a brand new position + 198 added to an existing one). Only 122 were sellers (88 trimmed + 34 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFLV holders?

Smaller funds dominant — 4% AUM from top-100: 17 of 363 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFLV?

Mixed — 37% long-term, 29% new: Of the 364 current holders: 135 (37%) held >2 years, 123 held 1–2 years, and 106 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 (DFLV) following the 2026 Q2 hedge fund 13F filings?

As of today, DFLV 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), DFLV has gained +6.3% 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.

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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