Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DXUV)

47 + 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
↑ +6
Streak
5Q ▲
Buyers last Q
80%

Smart Money Signals — DXUV

Based on 47 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 5Q
For 5 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
47 hedge funds hold DXUV right now — the highest count in 1.5 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 — +236% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+236% 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 — 80% buying

36 buying9 selling
Last quarter: 36 funds were net buyers (11 opened a brand new position + 25 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 15 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 62% entered in last year

■ 0% conviction (2yr+) ■ 38% medium ■ 62% 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.
📊

Peak discovery — momentum slowing

11 → 11 → 15 → 10 → 11 new funds/Q
New funds entering each quarter: 11 → 15 → 10 → 11. 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 — 96% of holders entered in last year

■ 0% veterans ■ 4% 1-2yr ■ 96% new
Of 47 current holders: 45 (96%) 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 — 1% AUM from top-100

1% from top-100 AUM funds
1 of 47 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.3
out of 10
Moderate Exit Risk
Exit risk score 6.3/10 — 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: 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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 5 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: DXUV
2026 Q1 Stats Unlock in 11 days 47 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 47 41 14.63%
13F Shares 4M 3M 53.05%
Total Value $267M $171M 56.38%
New Positions 11 10 +1
Increased Positions 25 22 +3
Closed Positions 5 3 +2
Reduced Positions 4 4 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DXUV

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

47 + investors

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

Top 25 institutional holders of DXUV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tencap Wealth Coaching, LLC 26.74% 1,196,453 $71.1M
2 BCR Wealth Strategies, LLC 14.67% 788,878 $47K
3 FMB WEALTH MANAGEMENT 8.04% 327,637 $19.4M
4 Corus Family Wealth Advisors 5.41% 111,973 $6.6M
5 STAGE HARBOR FINANCIAL, LLC 2.99% 76,042 $4.5M
6 Financial Harvest, LLC 2.59% 74,011 $4.4M
7 American Trust 1.38% 262,819 $15.6M
8 LVZ, Inc. 0.71% 104,420 $6.2M
9 SwitchPoint Financial Planning, LLC 0.64% 15,799 $938K
10 VESTIA PERSONAL WEALTH ADVISORS 0.58% 20,806 $1.2M
11 Applied Capital LLC 0.34% 15,339 $910K
12 RFG Advisory, LLC 0.33% 304,424 $18.1M
13 BCO Wealth Management LLC 0.29% 8,255 $490K
14 Daytona Street Capital LLC 0.25% 6,644 $324K
15 Versant Capital Management, Inc 0.24% 41,144 $2.4M
16 Pure Financial Advisors, LLC 0.20% 230,992 $13.7M
17 Monument Group Wealth Advisors, LLC 0.15% 4,521 $268K
18 Signature Resources Capital Management, LLC 0.13% 4,664 $277K
19 OPTIMA CAPITAL LLC 0.13% 4,680 $278K
20 Rockwood Wealth Management, LLC 0.12% 27,827 $1.7M
21 VISTA CAPITAL PARTNERS, INC. 0.10% 17,363 $1.0M
22 Financial Plan, Inc. 0.09% 13,666 $811K
23 Live Oak Private Wealth LLC 0.08% 9,275 $550K
24 25 LLC 0.08% 4,182 $248K
25 BIP Wealth, LLC 0.06% 25,225 $1.5M
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 — 5 quarters in a row: For 5 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 — 80% buying: Last quarter: 36 funds were net buyers (11 opened a brand new position + 25 added to an existing one). Only 9 were sellers (4 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DXUV holders?

Smaller funds dominant — 1% AUM from top-100: 1 of 47 holders rank in the top 100 by AUM, but together hold only 1% 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 — 62% 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.