Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DFSV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +55
Streak
11Q ▲
Buyers last Q
70%

Smart Money Signals — DFSV

Based on 488 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 DFSV 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
488 hedge funds hold DFSV 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 — +33% more funds vs a year ago

fund count last 6Q
+121 new funds entered over the past year (+33% 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

332 buying140 selling
Last quarter: 332 funds were net buyers (81 opened a brand new position + 251 added to an existing one). Only 140 were sellers (114 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+41 vs last Q)

new funds entering per quarter
Funds opening a new DFSV position: 46 → 67 → 40 → 81. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

41% of holders stayed for 2+ years

■ 41% conviction (2yr+) ■ 30% medium ■ 29% new
200 out of 488 hedge funds have held DFSV 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.
➡️

Steady discovery — ~81 new funds/quarter

75 → 46 → 67 → 40 → 81 new funds/Q
New funds entering each quarter: 46 → 67 → 40 → 81. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 36% veterans, 43% new entrants

■ 36% veterans ■ 20% 1-2yr ■ 43% new
Of 488 current holders: 177 (36%) held 2+ years, 99 held 1–2 years, 212 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
16 of 488 holders rank in the top 100 by AUM, but together hold only 6% 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 — DFSV

In 2025 Q4, 332 hedge funds were net buyers of DFSV (81 opened a new position, 251 added to an existing one), while 140 reduced or exited (114 trimmed, 26 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: +55 funds (more new holders than closures). Total institutional holders: 488.

Hedge Fund Ownership: DFSV

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

Market Analysis: DFSV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFSV

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 31 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: DFSV
2026 Q1 Stats Unlock in 7 days 488 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 488 433 12.7%
13F Shares 142M 129M 10.69%
Total Value $4.69B $4.09B 14.54%
New Positions 81 40 +41
Increased Positions 251 230 +21
Closed Positions 26 23 +3
Reduced Positions 114 106 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFSV

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Financial Highlights

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Institutional Holders (2026 Q1)

488 + investors

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

Top 25 institutional holders of DFSV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clarity Wealth Development LLC 13.74% 480,383 $16.8M
2 CSP Financial Group, LLC 9.52% 265,269 $9.3M
3 Arista Wealth Management, LLC 8.97% 2,103,436 $73.7M
4 Hassell Wealth Management, LLC 8.97% 762,655 $26.7M
5 Seaside Wealth Management, Inc. 8.88% 901,546 $31.6M
6 Oceanside Advisors LLC 8.26% 412,992 $14.5M
7 Avant Financial Advisors LLC 8.14% 330,577 $11.6M
8 SCRATCH CAPITAL LLC 8.11% 403,955 $14.2M
9 Wealth Advisors Northwest LLC 8.09% 550,318 $19.3M
10 United Wealth Management, LLC 7.83% 899,209 $31.5M
11 SENTINEL WEALTH MANAGEMENT, INC. 7.57% 269,892 $9.5M
12 Navigoe, LLC 7.56% 365,165 $13K
13 Leading Edge Financial Planning LLC 7.15% 969,277 $34.0M
14 von Borstel & Associates, Inc. 6.65% 829,409 $29K
15 Stordahl Capital Management, Inc. 6.57% 909,808 $31.9M
16 Navigate Wealth Management, LLC 6.10% 234,152 $8.7M
17 Physician Wealth Solutions Inc. 6.08% 419,371 $14.7M
18 JMG Financial Group, Ltd. 5.97% 6,191,354 $216.9M
19 Financial Architects, LLC 5.87% 317,350 $11.1M
20 COGENT STRATEGIC WEALTH LLC 5.75% 159,712 $5.6M
21 Foundation Wealth Management, LLC\PA 5.73% 463,438 $16.2M
22 Alpha Financial Advisors, LLC 5.54% 516,341 $18.1M
23 Equita Financial Network, Inc. 5.54% 502,726 $17.6M
24 Retirement Solution LLC 5.45% 657,521 $23.0M
25 RCS Financial Planning, LLC 5.38% 296,092 $10.4M
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 (DFSV)

What does the Smart Money Trend signal show for DFSV?

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

More buyers than sellers — 70% buying: Last quarter: 332 funds were net buyers (81 opened a brand new position + 251 added to an existing one). Only 140 were sellers (114 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DFSV holders?

Smaller funds dominant — 6% AUM from top-100: 16 of 488 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DFSV?

41% of holders stayed for 2+ years: 200 out of 488 hedge funds have held DFSV 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.