Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL ETF TRUST (DGCB)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
9Q ▲
Buyers last Q
70%

Smart Money Signals — DGCB

Based on 96 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
96 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 — +71% more funds vs a year ago

fund count last 6Q
+40 new funds entered over the past year (+71% 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 — 70% buying

70 buying30 selling
Last quarter: 70 funds were net buyers (18 opened a brand new position + 52 added to an existing one). Only 30 were sellers (21 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 15 → 22 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 41% entered in last year

10% conviction (2yr+) 49% medium 41% new
Only 10 funds (10%) 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

13 → 14 → 15 → 22 → 18 new funds/Q
New funds entering each quarter: 14 → 15 → 22 → 18. 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

1% veterans 43% 1-2yr 56% new
Of 96 current holders: 54 (56%) entered in the past year, only 1 (1%) 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 — 16% AUM from top-100

16% from top-100 AUM funds
6 of 96 holders rank in the top 100 by AUM, but together hold only 16% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 7 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: DGCB
2026 Q1 Stats Unlock in 15 days 96 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 96 87 10.34%
13F Shares 11M 9M 14.08%
Total Value $570M $510M 11.65%
New Positions 18 22 -4
Increased Positions 52 41 +11
Closed Positions 9 5 +4
Reduced Positions 21 17 +4
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)

96 + investors

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

Top 25 institutional holders of DGCB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tencap Wealth Coaching, LLC 8.98% 440,440 $23.9M
2 Wealth Advisors Northwest LLC 6.38% 280,889 $15.2M
3 APS Management Group, Inc. 6.16% 132,856 $7.2M
4 Cogent Private Wealth, Inc. 3.06% 78,361 $4.2M
5 Mattern Wealth Management LLC 2.81% 266,202 $14.4M
6 AA Financial Advisors, LLC 2.41% 316,348 $17.1M
7 HEFFERNAN ADVISORY, INC 2.34% 46,657 $2.5M
8 Vantage Point Financial LLC 1.92% 100,845 $5.5M
9 DiNuzzo Private Wealth, Inc. 1.90% 325,412 $17.6M
10 TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 1.79% 53,826 $2.9M
11 TCFG WEALTH MANAGEMENT, LLC 1.00% 49,439 $2.7M
12 Two West Capital Advisors LLC 0.88% 30,696 $1.7M
13 Meredith Wealth Planning 0.63% 42,851 $2.3M
14 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.43% 141,021 $7.6M
15 CYPRESS FINANCIAL PLANNING LLC 0.37% 24,761 $1.3M
16 Kane Co Wealth Management, Inc. 0.33% 7,300 $395K
17 MASTER'S WEALTH MANAGEMENT INC. 0.30% 16,262 $880K
18 FIRETHORN WEALTH PARTNERS, LLC 0.28% 14,351 $777K
19 RCS Financial Planning, LLC 0.27% 9,644 $522K
20 RFG Advisory, LLC 0.27% 271,993 $14.7M
21 Foundry Financial LLC 0.25% 10,793 $584K
22 Williams & Novak, LLC 0.24% 5,864 $318K
23 Dynamic Advisor Solutions LLC 0.24% 137,802 $7.5M
24 Stirlingshire Investments, Inc. 0.23% 4,941 $267K
25 Selective Wealth Management, Inc. 0.18% 11,287 $613K
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 — 9 quarters in a row: For 9 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 — 70% buying: Last quarter: 70 funds were net buyers (18 opened a brand new position + 52 added to an existing one). Only 30 were sellers (21 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DGCB holders?

Smaller funds dominant — 16% AUM from top-100: 6 of 96 holders rank in the top 100 by AUM, but together hold only 16% 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 — 41% entered in last year: Only 10 funds (10%) 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.