Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DXUV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
6Q ▲
Buyers last Q
78%

Smart Money Signals — DXUV

Based on 51 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added DXUV 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
51 hedge funds hold DXUV right now — the highest count in 1.8 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 — +122% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+122% 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

40 buying11 selling
Last quarter: 40 funds were net buyers (10 opened a brand new position + 30 added to an existing one). Only 11 were sellers (3 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 10 → 12 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 49% entered in last year

■ 0% conviction (2yr+) ■ 51% medium ■ 49% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💎

Buying through price weakness — shares +8%, value -10%

Value
-10%
Shares
+7%
Last quarter: funds added +8% more shares while total portfolio value only changed -10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

11 → 16 → 10 → 12 → 10 new funds/Q
New funds entering each quarter: 16 → 10 → 12 → 10. DXUV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 80% of holders entered in last year

■ 0% veterans ■ 20% 1-2yr ■ 80% new
Of 51 current holders: 41 (80%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds
2 of 51 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.2
out of 10
Moderate Exit Risk
Exit risk score 5.2/10 — 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 — DXUV

In 2026 Q1, 40 hedge funds were net buyers of DXUV (10 opened a new position, 30 added to an existing one), while 11 reduced or exited (3 trimmed, 8 sold completely) — a 78% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 51.

Hedge Fund Ownership: DXUV

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

Market Analysis: DXUV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DXUV

-- --

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.

0 top-rated funds 4 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: DXUV
71 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 71 51 39.22%
13F Shares 5M 5M 11.29%
Total Value $303M $240M 26.05%
New Positions 23 10 +13
Increased Positions 33 30 +3
Closed Positions 3 8 -5
Reduced Positions 7 3 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DXUV

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Financial Highlights

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Institutional Holders (2026 Q2)

71 + investors

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

QUARTER:
Top 25 DXUV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tencap Wealth Coaching, LLC 25.49% 1,208,060 $80.4M
2 Fmb Wealth Management 8.01% 327,365 $21.8M
3 Corus Family Wealth Advisors 5.41% 118,194 $7.9M
4 Stage Harbor Financial, LLC 3.54% 92,079 $6.1M
5 Financial Harvest, LLC 2.42% 87,949 $5.8M
6 E-Wealth Partners, LLC 1.75% 36,389 $2.4M
7 American Trust 1.38% 268,870 $17.9M
8 Versant Capital Management, Inc 1.02% 170,886 $11.4M
9 LVZ, Inc. 0.75% 110,345 $7.3M
10 SwitchPoint Financial Planning, LLC 0.65% 17,034 $1.1M
11 Vestia Personal Wealth Advisors 0.55% 21,209 $1.4M
12 Archvest Wealth Advisors, Inc. 0.51% 13,175 $876K
13 Applied Capital LLC 0.37% 17,288 $1.1M
14 Winnacle Wealth LLC 0.33% 7,334 $488K
15 RFG Advisory, LLC 0.33% 315,199 $21.0M
16 BCO Wealth Management LLC 0.30% 8,285 $551K
17 Financial Symmetry Inc 0.26% 11,609 $772K
18 Beacon Pointe Advisors, LLC 0.24% 785,013 $52.2M
19 Pure Financial Advisors, LLC 0.20% 238,448 $15.9M
20 Monument Group Wealth Advisors, LLC 0.14% 3,504 $302K
21 Vista Capital Partners, INC. 0.13% 22,023 $1.5M
22 Selective Wealth Management, Inc. 0.12% 7,017 $473K
23 Optima Capital LLC 0.12% 4,680 $311K
24 Rockwood Wealth Management, LLC 0.12% 29,191 $1.9M
25 Signature Resources Capital Management, LLC 0.12% 4,664 $310K
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 (DXUV)

What does the Smart Money Trend signal show for DXUV?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added DXUV 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 DXUV?

More buyers than sellers — 78% buying: Last quarter: 40 funds were net buyers (10 opened a brand new position + 30 added to an existing one). Only 11 were sellers (3 trimmed + 8 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DXUV holders?

Smaller funds dominant — 0% AUM from top-100: 2 of 51 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DXUV?

Mostly new holders — 49% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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