Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DEXC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
6Q ▲
Buyers last Q
47%

Smart Money Signals — DEXC

Based on 57 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added DEXC 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
57 hedge funds hold DEXC 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 — +128% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+128% 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 sellers than buyers — 47% buying

27 buying30 selling
Last quarter: 30 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 12 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 51% entered in last year

■ 0% conviction (2yr+) ■ 49% medium ■ 51% 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.
💰

Price up while funds trimmed (+24% value, -2% shares)

Value
+24%
Shares
-1%
Last quarter: total value of institutional DEXC holdings rose +24% even though funds reduced share count by 2%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~14 new funds/quarter

8 → 11 → 12 → 11 → 14 new funds/Q
New funds entering each quarter: 11 → 12 → 11 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 74% of holders entered in last year

■ 0% veterans ■ 26% 1-2yr ■ 74% new
Of 57 current holders: 42 (74%) 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 — 10% AUM from top-100

10% from top-100 AUM funds
7 of 57 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Institutional Sentiment Summary — DEXC

In 2026 Q2, 27 hedge funds were net buyers of DEXC (14 opened a new position, 13 added to an existing one), while 30 reduced or exited (23 trimmed, 7 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 57.

Hedge Fund Ownership: DEXC

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

Market Analysis: DEXC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DEXC

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: DEXC
57 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 57 50 14.0%
13F Shares 4M 4M -1.83%
Total Value $296M $238M 24.48%
New Positions 14 11 +3
Increased Positions 13 18 -5
Closed Positions 7 4 +3
Reduced Positions 23 14 +9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DEXC

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Institutional Holders (2026 Q2)

57 + investors

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

QUARTER:
Top 25 DEXC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brown Financial Advisory 14.82% 429,629 $35.5M
2 Beta Wealth Group, Inc. 3.02% 97,439 $8.0M
3 Prism Advisors, Inc. 2.76% 137,678 $11.4M
4 Quadcap Wealth Management, LLC 1.52% 189,287 $15.6M
5 Mills Wealth Advisors LLC 1.45% 55,643 $4.6M
6 Strategic Investment Solutions, Inc. /IL 1.21% 64,098 $5.3M
7 Applied Capital LLC 0.95% 35,871 $3.0M
8 Keudell/Morrison Wealth Management 0.79% 50,419 $4.2M
9 First Command Advisory Services, Inc. 0.69% 1,415,065 $116.8M
10 Madrid Wealth Management, LLC 0.54% 9,968 $823K
11 McGrath & Associates, Inc. 0.50% 4,646 $384K
12 Bulwark Capital Corp 0.41% 8,921 $737K
13 Kane Co Wealth Management, Inc. 0.36% 5,810 $480K
14 Citrine Capital LLC 0.29% 9,375 $774K
15 Corus Family Wealth Advisors 0.27% 4,742 $392K
16 Opus Financial Solutions LLC 0.25% 3,704 $306K
17 Chicago Partners Investment Group LLC 0.24% 159,601 $12.1M
18 Hancock Whitney Corp 0.18% 132,449 $10.9M
19 Financial Symmetry Inc 0.13% 4,711 $389K
20 Hilltop Holdings Inc. 0.10% 15,522 $1.3M
21 Fiduciary Financial Group, LLC 0.10% 10,515 $869K
22 Highland Investment Advisors LLC 0.09% 2,507 $207K
23 Index Fund Advisors, Inc. 0.08% 23,949 $2.0M
24 Financial Security Advisor, Inc. 0.05% 3,723 $308K
25 CNB Bank 0.03% 1,059 $87K
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 (DEXC)

What does the Smart Money Trend signal show for DEXC?

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

More sellers than buyers — 47% buying: Last quarter: 30 funds reduced or exited vs 27 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DEXC holders?

Smaller funds dominant — 10% AUM from top-100: 7 of 57 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DEXC?

Mostly new holders — 51% 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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