Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DCOR)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
11Q ▲
Buyers last Q
75%

Smart Money Signals — DCOR

Based on 213 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 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
213 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 — +58% more funds vs a year ago

fund count last 6Q
+78 new funds entered over the past year (+58% 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 — 75% buying

152 buying51 selling
Last quarter: 152 funds were net buyers (25 opened a brand new position + 127 added to an existing one). Only 51 were sellers (39 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 46 → 18 → 38 → 25. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 32% entered in last year

■ 23% conviction (2yr+) ■ 45% medium ■ 32% new
Only 50 funds (23%) 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.
➡️

Steady discovery — ~25 new funds/quarter

25 → 46 → 18 → 38 → 25 new funds/Q
New funds entering each quarter: 46 → 18 → 38 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 17% veterans, 51% new entrants

■ 17% veterans ■ 31% 1-2yr ■ 51% new
Of 213 current holders: 37 (17%) held 2+ years, 67 held 1–2 years, 109 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
12 of 213 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.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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 — DCOR

In 2026 Q1, 152 hedge funds were net buyers of DCOR (25 opened a new position, 127 added to an existing one), while 51 reduced or exited (39 trimmed, 12 sold completely) — a 75% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 213.

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

-- --

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

Is It Too Late to Buy Dimensional ETF Trust (DCOR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DCOR has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
DCOR
+14.0%
SPY
+15.9%

DCOR outperformed SPY by -1.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DCOR
+2.8%
SPY
+2.0%

Since the filing became public, DCOR outperformed SPY by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 18 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: DCOR
212 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 212 200 6.0%
13F Shares 23M 21M 9.07%
Total Value $1.58B $1.55B 1.63%
New Positions 25 38 -13
Increased Positions 126 100 +26
Closed Positions 13 15 -2
Reduced Positions 39 43 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DCOR

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Institutional Holders (2026 Q1)

212 + investors

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

QUARTER:
Top 25 DCOR holders by conviction (% of portfolio weight) — 2026 Q1 · 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 SageOak Financial, LLC 13.68% 270,193 $19.5M
4 Keyes, Stange & Wooten Wealth Management, LLC 12.30% 382,444 $27.6M
5 Riverchase Wealth Management, LLC 11.92% 317,331 $22.9M
6 Heffernan Advisory, Inc 9.89% 147,863 $10.7M
7 Vantage Point Financial LLC 7.62% 301,244 $21.7M
8 Rather & Kittrell, Inc. 7.47% 671,656 $48.4M
9 Great Oak Capital Partners, LLC 6.88% 395,000 $29.6M
10 Quantum Financial Advisors, LLC 6.72% 831,323 $59.9M
11 LRI Investments, LLC 6.32% 989,477 $71.3M
12 Sageworth Trust Co of South Dakota 5.50% 96,339 $6.9M
13 SC&H Financial Advisors, Inc. 4.61% 423,921 $30.6M
14 Hutchens & Kramer Investment Management Group, LLC 4.52% 198,297 $14.3M
15 Integras Partners LLC 4.27% 90,088 $6.5M
16 Cypress Point Wealth Management, LLC 3.94% 253,556 $18.3M
17 Kfg Wealth Management, LLC 3.81% 409,339 $29.5M
18 BDFS Capital LLC 3.56% 102,549 $7.4M
19 Monograph Wealth Advisors, LLC 3.55% 519,115 $37.4M
20 Essential Planning, LLC. 3.12% 136,334 $9.8M
21 Brighton Jones LLC 3.10% 1,021,723 $73.6M
22 CPA Asset Management Group, LLC 2.68% 110,675 $8.0M
23 Altiora Financial Group, LLC 2.65% 222,925 $16.1M
24 DecisionPoint Financial, LLC 2.57% 165,510 $11.9M
25 Entrewealth, LLC 2.44% 75,440 $5.4M
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 (DCOR)

What does the Smart Money Trend signal show for DCOR?

Buying streak — 11 quarters in a row: For 11 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 — 75% buying: Last quarter: 152 funds were net buyers (25 opened a brand new position + 127 added to an existing one). Only 51 were sellers (39 trimmed + 12 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: 12 of 213 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 — 32% entered in last year: Only 50 funds (23%) 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.

Is it too late to buy Dimensional ETF Trust (DCOR) following the 2026 Q1 hedge fund 13F filings?

As of today, DCOR has moved +2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (March 31, 2026), DCOR has gained +14.0% vs +15.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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