Dimensional ETF Trust (DGCB) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Dimensional ETF Trust (DGCB) following the 2026 Q2 hedge fund 13F filings?

As of today, DGCB has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.4%. Since the quarter end (June 30, 2026), DGCB gained -2.5% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Dimensional ETF Trust (DGCB)

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

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.

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

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

Increased Positions

+14

Closed Positions

Reduced Positions

-8

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

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	7.95%	458,254	$25.1M
2	Integrity Advisory Solutions, LLC	7.55%	1,342,334	$73.4M
3	Wealth Advisors Northwest LLC	7.13%	382,291	$20.9M
4	E-Wealth Partners, LLC	6.90%	174,700	$9.6M
5	Outbound Financial Inc	6.19%	124,879	$6.8M
6	Dravo Bay LLC	5.86%	309,509	$16.9M
7	APS Management Group, Inc.	5.85%	139,112	$7.6M
8	SageOak Financial, LLC	4.95%	139,121	$7.6M
9	Three Arch Wealth Management LLC	4.79%	571,496	$31.2M
10	Beacon Hill Wealth Management LTD.	4.78%	126,290	$6.9M
11	CSP Financial Group, LLC	4.76%	102,127	$5.6M
12	Optimus Capital Advisors, LLC	3.28%	111,763	$6.1M
13	Fig Financial Advisory Services Inc /Adv	2.76%	77,254	$4.1M
14	Mattern Wealth Management LLC	2.47%	275,196	$15.0M
15	Heffernan Advisory, Inc	2.20%	48,043	$2.6M
16	AA Financial Advisors, LLC	2.11%	321,150	$17.6M
17	Tru Independence Asset Management 2, LLC	1.98%	66,714	$3.6M
18	DiNuzzo Private Wealth, Inc.	1.74%	322,435	$17.6M
19	Vantage Point Financial LLC	1.74%	104,528	$5.7M
20	Integrity Alliance, LLC.	1.55%	905,653	$49.5M
21	Cogent Private Wealth, Inc.	1.46%	42,645	$2.3M
22	Mission Hills Financial Advisory, LLC	1.30%	53,974	$3.0M
23	Two West Capital Advisors LLC	0.97%	36,030	$1.9M
24	TCFG Investment Advisors, LLC	0.92%	49,914	$2.7M
25	Vestmark Advisory Solutions, Inc.	0.79%	1,541,232	$84.3M

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 Q2 hedge fund 13F filings?

As of today, DGCB has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.4%. Since the quarter end (June 30, 2026), DGCB has gained -2.5% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Dimensional ETF Trust (DGCB)

Smart Money Signals — DGCB

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +79% more funds vs a year ago

More buyers than sellers — 79% buying

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

Mostly new holders — 44% entered in last year

Growing discovery — still being found

Early stage — 56% of holders entered in last year

Smaller funds dominant — 17% AUM from top-100

Institutional Sentiment Summary — DGCB

Hedge Fund Ownership: DGCB

Market Analysis: DGCB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DGCB

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

Hedge Fund Positioning: DGCB

Statistics: DGCB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Dimensional ETF Trust (DGCB)

Welcome to 13Foresight!