Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFNM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +18
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — DFNM

Based on 294 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFNM 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
294 hedge funds hold DFNM 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 — +26% more funds vs a year ago

fund count last 6Q
+61 new funds entered over the past year (+26% 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

197 buying84 selling
Last quarter: 197 funds were net buyers (33 opened a brand new position + 164 added to an existing one). Only 84 were sellers (69 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~33 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 44 → 31 → 33. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 32% medium ■ 26% new
124 out of 294 hedge funds have held DFNM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +62%, value +31%

Value
+30%
Shares
+62%
Last quarter: funds added +62% more shares while total portfolio value only changed +31%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~33 new funds/quarter

24 → 23 → 44 → 31 → 33 new funds/Q
New funds entering each quarter: 23 → 44 → 31 → 33. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 39% veterans, 33% new entrants

■ 39% veterans ■ 29% 1-2yr ■ 33% new
Of 294 current holders: 114 (39%) held 2+ years, 84 held 1–2 years, 96 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
13 of 294 holders rank in the top 100 by AUM, but together hold only 3% 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.

Institutional Sentiment Summary — DFNM

In 2026 Q2, 197 hedge funds were net buyers of DFNM (33 opened a new position, 164 added to an existing one), while 84 reduced or exited (69 trimmed, 15 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 294.

Hedge Fund Ownership: DFNM

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

Market Analysis: DFNM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFNM

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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.

5 top-rated funds 22 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DFNM
294 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 294 276 6.52%
13F Shares 60M 37M 62.26%
Total Value $2.29B $1.75B 30.81%
New Positions 33 31 +2
Increased Positions 164 153 +11
Closed Positions 15 23 -8
Reduced Positions 69 58 +11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFNM

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Institutional Holders (2026 Q2)

294 + investors

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

QUARTER:
Top 25 DFNM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Vested Financial Planning, LLC 7.96% 245,079 $11.8M
2 Waterford Advisors, LLC 7.85% 545,339 $28.8M
3 Vestment Financial LLC 7.61% 351,964 $17.0M
4 HFM Investment Advisors, LLC 7.27% 428,712 $20.7M
5 Yardley Wealth Management LLC 7.21% 328,185 $15.9M
6 Outbound Financial Inc 6.60% 152,235 $7.2M
7 Rather & Kittrell, Inc. 6.34% 939,121 $45.4M
8 McMill Wealth Management 5.00% 19,304,583 $350.9M
9 RAM Investment Partners, LLC 4.51% 583,595 $28.2M
10 Mattern Wealth Management LLC 4.35% 548,877 $26.5M
11 Dopkins Wealth Management, LLC 4.35% 247,398 $12.0M
12 Wheelhouse Advisory Group LLC 4.34% 318,359 $15.4M
13 Entrewealth, LLC 4.13% 233,430 $11.2M
14 Optimus Capital Advisors, LLC 3.95% 152,320 $7.4M
15 Austin Wealth Management, LLC 3.71% 364,914 $17.5M
16 Citrine Capital LLC 3.59% 200,893 $9.7M
17 Sentinel Wealth Management, INC. 3.50% 102,659 $5.0M
18 Vestia Personal Wealth Advisors 3.36% 178,237 $8.6M
19 Compass Financial Group, Inc. 3.36% 164,506 $8.0M
20 Strathmore Capital Advisors, Inc. 3.30% 255,575 $12.2M
21 Porter White Investment Advisors, Inc. 3.29% 176,591 $8.5M
22 Truepoint, Inc. 3.24% 3,211,719 $155.2M
23 Symmetry Partners, LLC 3.17% 1,285,613 $62.1M
24 BCO Wealth Management LLC 2.96% 112,137 $5.4M
25 Awm Capital, LLC 2.81% 725,052 $35.0M
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 (DFNM)

What does the Smart Money Trend signal show for DFNM?

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

More buyers than sellers — 70% buying: Last quarter: 197 funds were net buyers (33 opened a brand new position + 164 added to an existing one). Only 84 were sellers (69 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFNM holders?

Smaller funds dominant — 3% AUM from top-100: 13 of 294 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFNM?

42% of holders stayed for 2+ years: 124 out of 294 hedge funds have held DFNM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

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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