Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DFSB)

121 + 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
↑ +5
Streak
11Q ▲
Buyers last Q
78%

Smart Money Signals — DFSB

Based on 122 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 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
122 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 — +34% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+34% 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

92 buying26 selling
Last quarter: 92 funds were net buyers (12 opened a brand new position + 80 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 17 → 13 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 33% long-term, 25% new

■ 33% conviction (2yr+) ■ 42% medium ■ 25% new
Of the 122 current holders: 40 (33%) held >2 years, 51 held 1–2 years, and 31 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 — ~12 new funds/quarter

11 → 10 → 17 → 13 → 12 new funds/Q
New funds entering each quarter: 10 → 17 → 13 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 30% veterans, 36% new entrants

■ 30% veterans ■ 34% 1-2yr ■ 36% new
Of 122 current holders: 37 (30%) held 2+ years, 41 held 1–2 years, 44 (36%) 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
7 of 122 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 2026 Q2, 92 hedge funds were net buyers of DFSB (12 opened a new position, 80 added to an existing one), while 26 reduced or exited (19 trimmed, 7 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 122.

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.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 6 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.3
/ 10
conviction
Hedge Fund Positioning: DFSB
121 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 121 117 3.42%
13F Shares 11M 10M 11.76%
Total Value $553M $491M 12.68%
New Positions 12 13 -1
Increased Positions 79 62 +17
Closed Positions 8 5 +3
Reduced Positions 19 13 +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 Q2)

121 + 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 DFSB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Abacus Wealth Partners, LLC 15.79% 2,882,992 $150.2M
2 Momentous Wealth Management, Inc. 5.06% 189,457 $9.9M
3 Parkshore Wealth Management, Inc. 3.53% 235,814 $12.3M
4 Citrine Capital LLC 3.17% 164,174 $8.6M
5 Maseco LLP 2.81% 1,922,639 $100.1M
6 Quantum Financial Advisors, LLC 2.79% 540,560 $28.2M
7 Allodium Investment Consultants, LLC 2.45% 110,544 $5.8M
8 Shira Ridge Wealth Management 2.31% 126,923 $6.6M
9 Clarity Wealth Development LLC 2.08% 72,072 $3.8M
10 Broadhurst Jeffrey B 1.97% 17,750 $925K
11 Beacon Hill Wealth Management LTD. 1.61% 44,461 $2.3M
12 Wheels Up Wealth, Inc. 1.40% 31,600 $1.6M
13 Seeds Investor LLC 1.38% 258,358 $13.5M
14 Planning Center, Inc. 0.95% 193,316 $10.1M
15 Babb Wealth Advisors LLC 0.73% 28,869 $1.5M
16 McCartney Wealth Management LLC 0.63% 15,943 $831K
17 Professional Financial Solutions LLC /Adv 0.59% 14,486 $755K
18 RAM Investment Partners, LLC 0.52% 62,167 $3.2M
19 Simplicity Wealth,LLC 0.51% 290,108 $15.1M
20 Samalin Investment Counsel, LLC 0.44% 27,209 $1.4M
21 Creative Capital Management Investments LLC 0.41% 34,240 $1.8M
22 Clarity Asset Management, Inc. 0.38% 14,935 $778K
23 Wealth Advisors Northwest LLC 0.38% 21,157 $1.1M
24 Vermillion Wealth Management, Inc. 0.36% 29,868 $1.6M
25 Curio Wealth, LLC 0.34% 21,108 $1.1M
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 (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 — 78% buying: Last quarter: 92 funds were net buyers (12 opened a brand new position + 80 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSB holders?

Smaller funds dominant — 2% AUM from top-100: 7 of 122 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 DFSB?

Mixed — 33% long-term, 25% new: Of the 122 current holders: 40 (33%) held >2 years, 51 held 1–2 years, and 31 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.

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