Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DCOR)

242 + 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
↑ +30
Streak
11Q ▲
Buyers last Q
72%

Smart Money Signals — DCOR

Based on 243 hedge funds · latest filing: 2026 Q2 · 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
243 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 — +40% more funds vs a year ago

fund count last 6Q
+70 new funds entered over the past year (+40% 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 — 72% buying

165 buying63 selling
Last quarter: 165 funds were net buyers (42 opened a brand new position + 123 added to an existing one). Only 63 were sellers (51 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new DCOR position: 18 → 38 → 25 → 42. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 25% long-term, 35% new

■ 25% conviction (2yr+) ■ 40% medium ■ 35% new
Of the 243 current holders: 60 (25%) held >2 years, 98 held 1–2 years, and 85 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +37% but shares only +20% — price-driven

Value
+36%
Shares
+20%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +20%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

47 → 18 → 38 → 25 → 42 new funds/Q
New funds entering each quarter: 18 → 38 → 25 → 42. A growing number of institutions are discovering DCOR each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 23% veterans, 51% new entrants

■ 23% veterans ■ 27% 1-2yr ■ 51% new
Of 243 current holders: 55 (23%) held 2+ years, 65 held 1–2 years, 123 (51%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
17 of 242 holders rank in the top 100 by AUM, but together hold only 3% 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 Q2, 165 hedge funds were net buyers of DCOR (42 opened a new position, 123 added to an existing one), while 63 reduced or exited (51 trimmed, 12 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +30 funds (more new holders than closures). Total institutional holders: 243.

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

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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.

5 top-rated funds 22 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: DCOR
242 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 242 213 13.62%
13F Shares 28M 23M 20.39%
Total Value $2.16B $1.58B 36.87%
New Positions 42 25 +17
Increased Positions 123 127 -4
Closed Positions 12 13 -1
Reduced Positions 51 39 +12
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 Q2)

242 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Your Advocates Ltd., LLP 24.58% 1,048,990 $86.0M
2 Beacon Hill Wealth Management LTD. 19.75% 347,773 $28.5M
3 BCO Wealth Management LLC 18.11% 405,069 $33.2M
4 Bernicke Wealth Management, Ltd. 17.89% 1,892,040 $139.3M
5 SageOak Financial, LLC 14.50% 271,900 $22.3M
6 Keyes, Stange & Wooten Wealth Management, LLC 13.26% 405,324 $33.2M
7 Riverchase Wealth Management, LLC 12.60% 329,785 $27.0M
8 Heffernan Advisory, Inc 10.42% 151,842 $12.4M
9 Gunpowder Capital Management, LLC dba Oliver Wealth Management 10.30% 178,804 $14.7M
10 Rather & Kittrell, Inc. 8.32% 726,297 $59.5M
11 Prospect Financial Group LLC 7.45% 112,825 $9.2M
12 Quantum Financial Advisors, LLC 7.26% 894,764 $73.4M
13 Great Oak Capital Partners, LLC 7.13% 400,422 $33.0M
14 Vantage Point Financial LLC 7.10% 284,211 $23.3M
15 LRI Investments, LLC 7.07% 1,071,907 $87.9M
16 Sageworth Trust Co of South Dakota 5.64% 111,540 $9.1M
17 SC&H Financial Advisors, Inc. 4.92% 452,203 $37.1M
18 Hutchens & Kramer Investment Management Group, LLC 4.26% 193,799 $15.9M
19 Cypress Point Wealth Management, LLC 4.17% 249,842 $20.5M
20 Integras Partners LLC 4.05% 89,498 $7.3M
21 BDFS Capital LLC 3.97% 111,492 $9.1M
22 Amicus Financial Advisors, LLC 3.91% 194,121 $15.9M
23 Monograph Wealth Advisors, LLC 3.82% 567,396 $46.5M
24 Kfg Wealth Management, LLC 3.78% 407,966 $33.4M
25 Essential Planning, LLC. 3.76% 162,396 $13.3M
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 — 72% buying: Last quarter: 165 funds were net buyers (42 opened a brand new position + 123 added to an existing one). Only 63 were sellers (51 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 — 3% AUM from top-100: 17 of 242 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DCOR?

Mixed — 25% long-term, 35% new: Of the 243 current holders: 60 (25%) held >2 years, 98 held 1–2 years, and 85 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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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