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

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

As of today, DFSI 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), DFSI gained +5.3% 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.

Dimensional ETF Trust (DFSI)

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

Smart Money Signals — DFSI

Based on 225 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 DFSI 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

225 hedge funds hold DFSI 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

+53 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 — 60% buying

128 buying85 selling

Last quarter: 128 funds were net buyers (27 opened a brand new position + 101 added to an existing one). Only 85 were sellers (72 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 24 → 20 → 28 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 24% new

■ 38% conviction (2yr+) ■ 38% medium ■ 24% new

Of the 225 current holders: 86 (38%) held >2 years, 86 held 1–2 years, and 53 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.

📈

Growing discovery — still being found

26 → 24 → 20 → 28 → 27 new funds/Q

New funds entering each quarter: 24 → 20 → 28 → 27. A growing number of institutions are discovering DFSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

📊

Mixed cohorts — 34% veterans, 37% new entrants

■ 34% veterans ■ 29% 1-2yr ■ 37% new

Of 225 current holders: 77 (34%) held 2+ years, 65 held 1–2 years, 83 (37%) 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

9 of 224 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	224	211	6.16%
13F Shares	16M	15M	6.37%
Total Value	$674M	$648M	3.97%
New Positions	27	28	-1
Increased Positions	101	105	-4
Closed Positions	13	11	+2
Reduced Positions	72	50	+22
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

224

211

6.16%

13F Shares

16M

15M

6.37%

Total Value

$674M

$648M

3.97%

New Positions

-1

Increased Positions

101

105

-4

Closed Positions

Reduced Positions

+22

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

224 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DFSI. 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 DFSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Citrine Capital LLC	6.57%	393,481	$17.7M
2	Five Oceans Advisors	6.18%	426,583	$19.2M
3	Francis Financial, Inc.	5.67%	767,312	$34.6M
4	Allodium Investment Consultants, LLC	3.87%	201,944	$9.1M
5	Quantum Financial Advisors, LLC	3.71%	831,098	$37.5M
6	Awm Capital, LLC	3.59%	995,334	$44.9M
7	Donalies Financial Planning, LLC	3.34%	100,617	$4.5M
8	Retirement Solution LLC	3.08%	349,466	$15.8M
9	Abacus Wealth Partners, LLC	2.87%	605,285	$27.3M
10	Quarry Hill Advisors, LLC	2.27%	130,867	$5.9M
11	Laurel Wealth Planning LLC	2.15%	107,963	$4.9M
12	Beacon Hill Wealth Management LTD.	2.12%	67,915	$3.1M
13	Hill Island Financial LLC	1.96%	203,314	$9.2M
14	Clarity Wealth Development LLC	1.86%	74,188	$3.3M
15	New Capital Management LP	1.85%	179,986	$8.1M
16	Momentous Wealth Management, Inc.	1.73%	74,975	$3.4M
17	Wheels Up Wealth, Inc.	1.33%	34,897	$1.6M
18	Maseco LLP	1.28%	1,012,064	$45.7M
19	Addison Advisors LLC	1.26%	59,271	$2.7M
20	Northland Capital Management LLC	1.17%	48,027	$2.2M
21	Equita Financial Network, Inc.	1.11%	88,291	$4.0M
22	Triune Financial Partners, LLC	1.05%	111,174	$5.0M
23	RAM Investment Partners, LLC	1.02%	141,673	$6.4M
24	Aspen Capital Management, LLC	0.92%	92,563	$4.2M
25	MB Generational Wealth, LLC	0.83%	37,356	$1.7M

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 (DFSI)

What does the Smart Money Trend signal show for DFSI?

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

More buyers than sellers — 60% buying: Last quarter: 128 funds were net buyers (27 opened a brand new position + 101 added to an existing one). Only 85 were sellers (72 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSI holders?

Smaller funds dominant — 3% AUM from top-100: 9 of 224 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 DFSI?

Mixed — 38% long-term, 24% new: Of the 225 current holders: 86 (38%) held >2 years, 86 held 1–2 years, and 53 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 (DFSI) following the 2026 Q2 hedge fund 13F filings?

As of today, DFSI 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), DFSI has gained +5.3% 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.

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Dimensional ETF Trust (DFSI)

Smart Money Signals — DFSI

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +31% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~27 new funds per quarter

Mixed — 38% long-term, 24% new

Growing discovery — still being found

Mixed cohorts — 34% veterans, 37% new entrants

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — DFSI

Hedge Fund Ownership: DFSI

Market Analysis: DFSI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DFSI

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

Hedge Fund Positioning: DFSI

Statistics: DFSI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DFSI)

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