Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFSB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
11Q ▲
Buyers last Q
89%

Smart Money Signals — DFSB

Based on 109 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added DFSB 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
109 hedge funds hold DFSB 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 — +31% more funds vs a year ago

fund count last 6Q
+26 new funds entered over the past year (+31% 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 — 89% buying

89 buying11 selling
Last quarter: 89 funds were net buyers (17 opened a brand new position + 72 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new DFSB position: 16 → 11 → 10 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 30% long-term, 28% new

■ 30% conviction (2yr+) ■ 42% medium ■ 28% new
Of the 109 current holders: 33 (30%) held >2 years, 46 held 1–2 years, and 30 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.
➡️

Steady discovery — ~17 new funds/quarter

27 → 16 → 11 → 10 → 17 new funds/Q
New funds entering each quarter: 16 → 11 → 10 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 26% veterans, 52% new entrants

■ 26% veterans ■ 22% 1-2yr ■ 52% new
Of 109 current holders: 28 (26%) held 2+ years, 24 held 1–2 years, 57 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
6 of 109 holders rank in the top 100 by AUM, but together hold only 1% 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 — DFSB

In 2025 Q4, 89 hedge funds were net buyers of DFSB (17 opened a new position, 72 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 89% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 109.

Hedge Fund Ownership: DFSB

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

Market Analysis: DFSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFSB

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 5 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: DFSB
2026 Q1 Stats Unlock in 1 days 102 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 102 92 10.87%
13F Shares 7M 6M 12.74%
Total Value $358M $327M 9.62%
New Positions 14 10 +4
Increased Positions 69 50 +19
Closed Positions 4 4 -
Reduced Positions 6 12 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSB

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Institutional Holders (2026 Q1)

102 + investors

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

QUARTER:
Top 25 institutional holders of DFSB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abacus Wealth Partners, LLC 12.33% 2,610,181 $135.1M
2 Momentous Wealth Management, Inc. 5.44% 184,145 $9.5M
3 Parkshore Wealth Management, Inc. 3.74% 216,430 $11.2M
4 Citrine Capital LLC 3.71% 165,210 $8.5M
5 Quantum Financial Advisors, LLC 3.06% 526,362 $27.2M
6 MASECO LLP 3.01% 1,856,701 $96.0M
7 Allodium Investment Consultants, LLC 2.59% 104,718 $5.4M
8 Broadhurst Jeffrey B 2.38% 44,869 $2.3M
9 SEEDS INVESTOR LLC 1.83% 256,943 $13.4M
10 Wheels Up Wealth, Inc. 1.35% 27,707 $1.4M
11 Planning Center, Inc. 0.99% 188,959 $9.8M
12 Simplicity Wealth,LLC 0.74% 251,974 $13.0M
13 Babb Wealth Advisors LLC 0.72% 25,315 $1.3M
14 PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV 0.66% 14,290 $739K
15 McCartney Wealth Management LLC 0.61% 13,959 $722K
16 Vermillion Wealth Management, Inc. 0.60% 29,560 $1.5M
17 RAM Investment Partners, LLC 0.57% 62,797 $3.2M
18 Samalin Investment Counsel, LLC 0.50% 27,094 $1.4M
19 Creative Capital Management Investments LLC 0.40% 26,629 $1.4M
20 Wealth Advisors Northwest LLC 0.38% 17,538 $907K
21 CURIO WEALTH, LLC 0.37% 20,814 $1.1M
22 AA Financial Advisors, LLC 0.31% 42,789 $2.2M
23 Skyline Advisors, Inc. 0.30% 16,851 $872K
24 Vestment Financial LLC 0.28% 11,192 $585K
25 SUMMIT WEALTH GROUP LLC / CO 0.27% 49,498 $2.6M
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 (DFSB)

What does the Smart Money Trend signal show for DFSB?

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

More buyers than sellers — 89% buying: Last quarter: 89 funds were net buyers (17 opened a brand new position + 72 added to an existing one). Only 11 were sellers (7 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSB holders?

Smaller funds dominant — 1% AUM from top-100: 6 of 109 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFSB?

Mixed — 30% long-term, 28% new: Of the 109 current holders: 33 (30%) held >2 years, 46 held 1–2 years, and 30 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.

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.