Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF (DEXC)

40 + 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
↑ +6
Streak
4Q ▲
Buyers last Q
62%

Smart Money Signals — DEXC

Based on 40 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 4Q
For 4 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
40 hedge funds hold DEXC right now — the highest count in 1.2 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 — +300% more funds vs a year ago

fund count last 5Q
+30 new funds entered over the past year (+300% 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. The peak was reached in just 4 quarters from the low — a sharp move.
🟢

More buyers than sellers — 62% buying

23 buying14 selling
Last quarter: 23 funds were net buyers (10 opened a brand new position + 13 added to an existing one). Only 14 were sellers (10 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 8 → 10 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 57% entered in last year

■ 0% conviction (2yr+) ■ 42% medium ■ 57% 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.
➡️

Steady discovery — ~10 new funds/quarter

11 → 8 → 10 → 10 new funds/Q
New funds entering each quarter: 11 → 8 → 10 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 40 current holders: 40 (100%) 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 — 0% AUM from top-100

0% from top-100 AUM funds
4 of 40 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.4
out of 10
Moderate Exit Risk
Exit risk score 6.4/10 — 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.

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

-- --

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.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: DEXC
2026 Q1 Stats Unlock in 10 days 40 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 40 34 17.65%
13F Shares 4M 3M 9.09%
Total Value $223M $191M 16.85%
New Positions 10 10 -
Increased Positions 13 15 -2
Closed Positions 4 1 +3
Reduced Positions 10 5 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DEXC

View More

Valuation Measures Data as of: --

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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

40 + investors

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

Top 25 institutional holders of DEXC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brown Financial Advisory 13.75% 427,341 $27.7M
2 Keudell/Morrison Wealth Management 2.80% 211,426 $13.7M
3 Beta Wealth Group, Inc. 2.76% 102,839 $6.7M
4 R. W. Roge & Company, Inc. 2.62% 84,744 $5K
5 Prism Advisors, Inc. 2.47% 142,846 $9.3M
6 Mills Wealth Advisors LLC 1.27% 56,005 $3.6M
7 Applied Capital LLC 0.95% 39,102 $2.5M
8 First Command Advisory Services, Inc. 0.77% 1,774,002 $115.1M
9 Wolfstich Capital, LLC 0.57% 56,590 $654K
10 Madrid Wealth Management, LLC 0.50% 10,272 $666K
11 Bulwark Capital Corp 0.36% 9,078 $589K
12 Kane Co Wealth Management, Inc. 0.32% 5,910 $383K
13 Citrine Capital LLC 0.26% 9,389 $609K
14 Chicago Partners Investment Group LLC 0.23% 140,664 $10.4M
15 Opus Financial Solutions LLC 0.23% 3,771 $245K
16 Corus Family Wealth Advisors 0.20% 3,827 $248K
17 Strategic Investment Solutions, Inc. /IL 0.19% 10,166 $806K
18 FIDUCIARY FINANCIAL GROUP, LLC 0.09% 10,781 $699K
19 Financial Security Advisor, Inc. 0.04% 3,706 $240K
20 DecisionPoint Financial, LLC 0.04% 2,558 $166K
21 Prudent Man Investment Management, Inc. 0.03% 1,475 $89K
22 CNB Bank 0.03% 1,059 $69K
23 SouthState Bank Corp 0.03% 9,098 $590K
24 Premier Financial Group 0.03% 2,345 $155K
25 Farther Finance Advisors, LLC 0.01% 11,288 $737K
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 EMERGING MARKETS EX CHINA CORE EQUITY ETF (DEXC)

What does the Smart Money Trend signal show for DEXC?

Buying streak — 4 quarters in a row: For 4 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 buyers than sellers — 62% buying: Last quarter: 23 funds were net buyers (10 opened a brand new position + 13 added to an existing one). Only 14 were sellers (10 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DEXC holders?

Smaller funds dominant — 0% AUM from top-100: 4 of 40 holders rank in the top 100 by AUM, but together hold only 0% 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 — 57% 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.