Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Dimensional ETF Trust (DGCB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
10Q ▲
Buyers last Q
79%

Smart Money Signals — DGCB

Based on 120 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added DGCB 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
120 hedge funds hold DGCB 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 — +79% more funds vs a year ago

fund count last 6Q
+53 new funds entered over the past year (+79% 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 — 79% buying

95 buying26 selling
Last quarter: 95 funds were net buyers (27 opened a brand new position + 68 added to an existing one). Only 26 were sellers (15 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new DGCB position: 15 → 25 → 20 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 44% entered in last year

■ 16% conviction (2yr+) ■ 40% medium ■ 44% new
Only 19 funds (16%) 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.
📈

Growing discovery — still being found

16 → 15 → 25 → 20 → 27 new funds/Q
New funds entering each quarter: 15 → 25 → 20 → 27. A growing number of institutions are discovering DGCB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 56% of holders entered in last year

■ 11% veterans ■ 33% 1-2yr ■ 56% new
Of 120 current holders: 67 (56%) entered in the past year, only 13 (11%) 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 — 17% AUM from top-100

17% from top-100 AUM funds
8 of 120 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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 — DGCB

In 2026 Q1, 95 hedge funds were net buyers of DGCB (27 opened a new position, 68 added to an existing one), while 26 reduced or exited (15 trimmed, 11 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +16 funds (more new holders than closures). Total institutional holders: 120.

Hedge Fund Ownership: DGCB

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

Market Analysis: DGCB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGCB

-- --

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

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

Signal Freshness measures how much DGCB 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 · 86d ago
DGCB
+1.0%
SPY
+13.0%

DGCB outperformed SPY by -12.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
DGCB
+1.2%
SPY
-0.5%

Since the filing became public, DGCB outperformed SPY by +1.7% .

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.

3 top-rated funds 12 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: DGCB
119 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 104 14.42%
13F Shares 13M 11M 17.14%
Total Value $646M $580M 11.27%
New Positions 26 20 +6
Increased Positions 68 54 +14
Closed Positions 11 9 +2
Reduced Positions 15 23 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DGCB

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Institutional Holders (2026 Q1)

119 + investors

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

QUARTER:
Top 25 DGCB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tencap Wealth Coaching, LLC 8.98% 440,440 $23.9M
2 Integrity Advisory Solutions, LLC 8.39% 1,173,502 $63.5M
3 E-Wealth Partners, LLC 6.79% 149,047 $8.1M
4 Wealth Advisors Northwest LLC 6.38% 280,889 $15.2M
5 APS Management Group, Inc. 6.16% 132,856 $7.2M
6 Dravo Bay LLC 5.88% 267,210 $14.5M
7 Three Arch Wealth Management LLC 5.45% 559,563 $30.3M
8 CSP Financial Group, LLC 5.30% 95,591 $5.2M
9 SageOak Financial, LLC 4.99% 131,266 $7.1M
10 Optimus Capital Advisors, LLC 3.31% 104,175 $5.7M
11 Cogent Private Wealth, Inc. 3.06% 78,361 $4.2M
12 Mattern Wealth Management LLC 2.81% 266,202 $14.4M
13 AA Financial Advisors, LLC 2.41% 316,348 $17.1M
14 Heffernan Advisory, Inc 2.34% 46,657 $2.5M
15 Broadhurst Jeffrey B 2.09% 37,708 $2.0M
16 Vantage Point Financial LLC 1.92% 100,845 $5.5M
17 DiNuzzo Private Wealth, Inc. 1.90% 325,412 $17.6M
18 Tru Independence Asset Management 2, LLC 1.79% 53,826 $2.9M
19 Integrity Alliance, LLC. 1.73% 842,720 $45.6M
20 TCFG Investment Advisors, LLC 1.00% 49,439 $2.7M
21 Tcfg Wealth Management, LLC 1.00% 49,439 $2.7M
22 Vestmark Advisory Solutions, Inc. 0.93% 1,541,232 $83.4M
23 Two West Capital Advisors LLC 0.88% 30,696 $1.7M
24 Meredith Wealth Planning 0.63% 42,851 $2.3M
25 Porter White Investment Advisors, Inc. 0.53% 24,290 $1.3M
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 (DGCB)

What does the Smart Money Trend signal show for DGCB?

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

More buyers than sellers — 79% buying: Last quarter: 95 funds were net buyers (27 opened a brand new position + 68 added to an existing one). Only 26 were sellers (15 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DGCB holders?

Smaller funds dominant — 17% AUM from top-100: 8 of 120 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DGCB?

Mostly new holders — 44% entered in last year: Only 19 funds (16%) 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 (DGCB) following the 2026 Q1 hedge fund 13F filings?

As of today, DGCB has moved +1.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +1.7%. Since the quarter end (March 31, 2026), DGCB has gained +1.0% vs +13.0% 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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