Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DISV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +52
Streak
11Q ▲
Buyers last Q
65%

Smart Money Signals — DISV

Based on 388 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 DISV 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
388 hedge funds hold DISV 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 — +38% more funds vs a year ago

fund count last 6Q
+106 new funds entered over the past year (+38% 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 — 65% buying

242 buying130 selling
Last quarter: 242 funds were net buyers (74 opened a brand new position + 168 added to an existing one). Only 130 were sellers (108 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+38 vs last Q)

new funds entering per quarter
Funds opening a new DISV position: 28 → 37 → 36 → 74. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 29% medium ■ 28% new
168 out of 388 hedge funds have held DISV 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.
🚀

Acceleration phase — new buyers rushing in

48 → 28 → 37 → 36 → 74 new funds/Q
New funds entering each quarter: 28 → 37 → 36 → 74. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 37% veterans, 41% new entrants

■ 37% veterans ■ 22% 1-2yr ■ 41% new
Of 388 current holders: 144 (37%) held 2+ years, 86 held 1–2 years, 158 (41%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
17 of 388 holders rank in the top 100 by AUM, but together hold only 5% 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.

Hedge Fund Ownership: DISV

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

Market Analysis: DISV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DISV

-- --

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.

17 top-rated funds 45 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
4.6
/ 10
conviction
Hedge Fund Positioning: DISV
2026 Q1 Stats Unlock in 11 days 388 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 388 336 15.48%
13F Shares 85M 79M 7.97%
Total Value $3.23B $2.80B 15.21%
New Positions 74 36 +38
Increased Positions 168 158 +10
Closed Positions 22 17 +5
Reduced Positions 108 104 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DISV

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

388 + investors

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

Top 25 institutional holders of DISV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 NorthAvenue LLC 17.13% 544,353 $20.7M
2 Benson Investment Management Company, Inc. 14.93% 42,645 $1.7M
3 Miramar Fiduciary Corp 13.21% 408,578 $16.1M
4 Financial Harvest, LLC 11.62% 500,358 $19.7M
5 Twin Cities Retirement Group LLC 11.10% 307,830 $12.1M
6 MB Generational Wealth, LLC 9.61% 440,843 $17.4M
7 William Mack & Associates, Inc. 8.40% 372,761 $14.7M
8 GREAT OAK CAPITAL PARTNERS, LLC 8.06% 838,344 $34.6M
9 Vistica Wealth Advisors, LLC 6.20% 157,760 $6.2M
10 Integris Wealth Management, LLC 5.71% 629,411 $24.8M
11 Equita Financial Network, Inc. 5.70% 459,917 $18.1M
12 Shotwell Rutter Baer Inc 5.20% 224,439 $8.9M
13 Meritas Wealth Management, LLC 5.18% 290,232 $11.4M
14 Good Harbor Advisors, Inc. 5.17% 116,834 $4.4M
15 Keyes, Stange & Wooten Wealth Management, LLC 5.13% 291,401 $11.5M
16 Financial Architects, LLC 5.07% 243,890 $9.6M
17 Premier Financial Group 5.04% 737,427 $29.6M
18 Henrickson Nauta Wealth Advisors, Inc. 5.02% 453,448 $17.9M
19 Clarity Wealth Development LLC 4.87% 151,141 $6.0M
20 Physician Wealth Solutions Inc. 4.64% 284,429 $11.2M
21 EQ WEALTH ADVISORS, LLC 4.62% 200,572 $7.9M
22 Yardley Wealth Management LLC 4.60% 227,832 $9.0M
23 Astra Wealth Partners LLC 4.29% 182,274 $7.2M
24 DRAVO BAY LLC 4.14% 258,480 $10.2M
25 Seaside Wealth Management, Inc. 4.10% 369,183 $14.6M
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 (DISV)

What does the Smart Money Trend signal show for DISV?

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

More buyers than sellers — 65% buying: Last quarter: 242 funds were net buyers (74 opened a brand new position + 168 added to an existing one). Only 130 were sellers (108 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DISV holders?

Smaller funds dominant — 5% AUM from top-100: 17 of 388 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DISV?

43% of holders stayed for 2+ years: 168 out of 388 hedge funds have held DISV 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.