Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DCOR)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
10Q ▲
Buyers last Q
69%

Smart Money Signals — DCOR

Based on 182 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added DCOR 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
182 hedge funds hold DCOR 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 — +57% more funds vs a year ago

fund count last 6Q
+66 new funds entered over the past year (+57% 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 — 69% buying

124 buying56 selling
Last quarter: 124 funds were net buyers (31 opened a brand new position + 93 added to an existing one). Only 56 were sellers (41 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new DCOR position: 24 → 42 → 17 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 37% entered in last year

18% conviction (2yr+) 46% medium 37% new
Only 32 funds (18%) 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 +12%, value -6%

Value
-5%
Shares
+12%
Last quarter: funds added +12% more shares while total portfolio value only changed -6%. 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

29 → 24 → 42 → 17 → 31 new funds/Q
New funds entering each quarter: 24 → 42 → 17 → 31. DCOR 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 — 56% of holders entered in last year

3% veterans 41% 1-2yr 56% new
Of 182 current holders: 102 (56%) entered in the past year, only 5 (3%) 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 — 2% AUM from top-100

2% from top-100 AUM funds
10 of 182 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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: DCOR

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

Market Analysis: DCOR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DCOR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 15 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: DCOR
2026 Q1 Stats Unlock in 19 days 182 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 182 166 9.64%
13F Shares 20M 18M 11.99%
Total Value $1.46B $1.55B -5.89%
New Positions 31 17 +14
Increased Positions 93 96 -3
Closed Positions 15 12 +3
Reduced Positions 41 32 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DCOR

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

182 + investors

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

Top 25 institutional holders of DCOR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Your Advocates Ltd., LLP 23.37% 1,063,042 $76.6M
2 BCO Wealth Management LLC 17.24% 398,200 $28.7M
3 Keyes, Stange & Wooten Wealth Management, LLC 12.30% 382,444 $27.6M
4 RIVERCHASE WEALTH MANAGEMENT, LLC 11.92% 317,331 $22.9M
5 HEFFERNAN ADVISORY, INC 9.89% 147,863 $10.7M
6 GREAT OAK CAPITAL PARTNERS, LLC 6.88% 395,000 $29.6M
7 Quantum Financial Advisors, LLC 6.72% 831,323 $59.9M
8 LRI Investments, LLC 6.32% 989,477 $71.3M
9 Sageworth Trust Co of South Dakota 5.50% 96,339 $6.9M
10 SC&H Financial Advisors, Inc. 4.61% 423,921 $30.6M
11 Hutchens & Kramer Investment Management Group, LLC 4.52% 198,297 $14.3M
12 Cypress Point Wealth Management, LLC 3.94% 253,556 $18.3M
13 KFG WEALTH MANAGEMENT, LLC 3.81% 409,339 $29.5M
14 BDFS Capital LLC 3.56% 102,549 $7.4M
15 Essential Planning, LLC. 3.12% 136,334 $9.8M
16 BRIGHTON JONES LLC 3.10% 1,021,723 $73.6M
17 Pure Financial Advisors, LLC 2.31% 2,232,848 $160.9M
18 Aspen Capital Management, LLC 2.10% 117,840 $8.5M
19 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.96% 478,148 $34.5M
20 Stratos Investment Management, LLC 1.85% 640,939 $46.2M
21 Hardy Reed LLC 1.84% 350,643 $25.3M
22 Heritage Investment Group, Inc. 1.84% 168,236 $12.1M
23 Wealth Advisors Northwest LLC 1.69% 55,909 $4.0M
24 Morton Capital Management LLC/CA 1.66% 154,556 $11.1M
25 ABLE Financial Group, LLC 1.61% 114,111 $8.2M
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 (DCOR)

What does the Smart Money Trend signal show for DCOR?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added DCOR 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 DCOR?

More buyers than sellers — 69% buying: Last quarter: 124 funds were net buyers (31 opened a brand new position + 93 added to an existing one). Only 56 were sellers (41 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DCOR holders?

Smaller funds dominant — 2% AUM from top-100: 10 of 182 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DCOR?

Mostly new holders — 37% entered in last year: Only 32 funds (18%) 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.