SGA Saga Communications, Inc. Class A Common Stock (FL)

XNAS
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

SGA — —
Key stats
About
Industry (SIC)
RADIO BROADCASTING STATIONS (4832) · industry map
Exchange
XNAS
Market Cap
$0.1B
Employees
779
List Date
1993-03-02
CIK
0000886136
Next Earnings
2026-11-12 (Pre-Market)
Headquarters
Grosse Pointe Farms, MI
Homepage
https://sagacom.com

Saga Communications Inc is a broadcast company engaged in acquiring, developing, and operating broadcast properties. The company's objective is to operate top billing radio stations in mid-sized markets. It derives a majority of its revenue from the sale of advertising for broadcast on its stations.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan0.94%-10.12%6.14%4.47%10.57%-1.01%1.83%
Feb-8.17%4.07%-4.04%-5.63%-10.22%2.62%-3.56%
Mar-4.17%0.28%-7.37%-1.37%12.65%0.60%0.10%
Apr2.08%-0.92%-0.40%1.88%-8.47%-3.88%-1.62%
May5.54%0.81%-12.44%-23.68%7.93%-13.90%-5.96%
Jun-7.04%8.90%5.59%-8.85%4.67%-3.82%-0.09%
Jul-0.95%-8.64%2.46%-0.19%-3.08%-5.01%-2.57%
Aug4.67%18.50%-0.70%-2.97%-6.07%-5.37%1.34%
Sep-0.09%-2.79%1.18%-2.58%4.89%-4.96%-0.73%
Oct-1.51%-3.75%-7.62%-1.96%-5.77%3.32%*-2.88%
Nov2.80%9.81%5.17%-8.99%-2.72%--1.21%
Dec2.68%-11.24%10.91%-11.26%-3.62%---2.51%
Total-4.20%0.73%-3.63%-48.52%-2.45%-28.20%-14.38%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $8.33
SMA 50: $8.81
SMA 200: $10.08
Current: $8.40
EMA 12: $8.34
EMA 26: $8.47
MACD: -0.1319 | Signal: 0.0372
BEARISH
ADX (14): 14.85
RANGE
+DI: 28.46
−DI: 22.98

Momentum Oscillators

RSI (14): 47.22
NEUTRAL
Stoch %K: 58.76
Stoch %D: 49.83
Williams %R: -36.84

Volume & Volatility

BB Upper: $8.60
BB Lower: $8.06
NEUTRAL
OBV: -524,517
Vol SMA 20: 8,049
Vol ROC: -6.73%
ATR: $0.21
True Range: $0.05
HV 20: 27.5%
HV 30: 31.1%
HV 60: 36.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

Click Frenzy-Pro™ for an AI analysis of this ticker.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

SGA Options Activity & IV Rank

Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis

Risk Metrics

Beta: 0.2456
Alpha: -38.62%
Correlation: 0.0964
R-Squared: 0.9%
Stock Volatility: 32.4%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 250
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own SGA
1 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$961K
0.00%
#2329 of 3138-0.5%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

SGA Institutional Ownership (13F)

Latest filings — 2026-09-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

29 filers3,589,487 shares$33.04M value
# Filer Shares Value % of Total % of Float Period
1 TOWERVIEW LLC 1,161,144 $10.53M 31.87% — 2026-06-30
2 GATE CITY CAPITAL MANAGEMENT, LLC 863,845 $7.84M 23.71% — 2026-06-30
3 Dimensional Fund Advisors LP Custodian 330,263 $3.00M 9.07% — 2026-06-30
4 Vanguard Group Inc Custodian 207,048 $2.36M 7.15% — 2025-12-31
5 Peapod Lane Capital LLC 209,865 $1.90M 5.76% — 2026-06-30
6 Vanguard Capital Management LLC 188,722 $1.71M 5.18% — 2026-06-30
7 BlackRock, Inc. Custodian 133,018 $1.21M 3.65% — 2026-06-30
8 RENAISSANCE TECHNOLOGIES LLC 105,918 $960.68K 2.91% — 2026-06-30
9 BRIDGEWAY CAPITAL MANAGEMENT, LLC 71,961 $652.69K 1.98% — 2026-06-30
10 Geode Capital Management, LLC Custodian 64,563 $586.12K 1.77% — 2026-06-30
11 Mork Capital Management, LLC 50,000 $453.50K 1.37% — 2026-06-30
12 Nuveen, LLC Custodian 42,393 $384.50K 1.16% — 2026-06-30
13 Empowered Funds, LLC Custodian 35,972 $326.27K 0.99% — 2026-06-30
14 Vanguard Fiduciary Trust Co 34,768 $315.35K 0.95% — 2026-06-30
15 LPL Financial LLC Custodian 30,150 $273.46K 0.83% — 2026-06-30
16 State Street Corp 22,098 $200.43K 0.61% — 2026-06-30
17 HRT FINANCIAL LP 12,207 $110.00K 0.33% — 2026-06-30
18 Northern Trust Corp Custodian 10,775 $97.73K 0.30% — 2026-06-30
19 Morgan Stanley Custodian 9,925 $90.02K 0.27% — 2026-06-30
20 Vanguard Global Advisers, LLC 1,764 $16.00K 0.05% — 2026-06-30
21 Barclays PLC Custodian 1,151 $10.44K 0.03% — 2026-06-30
22 Tower Research Capital LLC (TRC) Custodian 873 $7.92K 0.02% — 2026-06-30
23 Royal Bank of Canada Custodian 800 $7.00K 0.02% — 2026-06-30
24 OSAIC HOLDINGS, INC. Custodian 100 $907 <0.01% — 2026-06-30
25 IFS Advisors, LLC 100 $824 <0.01% — 2026-09-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

SGA Insider Trading (Form 4)

Latest: 2026-02-27
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-02-27 Edward K. Christian Trust 10%+ Owner Sell (S) −5,665 $12.07 -$68.4K EDGAR
2025-12-17 Christopher Forgy PRESIDENT & CEO Tax (F) −9,316 $11.44 -$106.6K EDGAR
2025-12-17 Wayne Leland CHIEF OPERATING OFFICER Tax (F) −1,912 $11.44 -$21.9K EDGAR
2025-12-17 Catherine A Bobinski SVP, CHIEF ACCOUNTING OFFICER Tax (F) −2,088 $11.44 -$23.9K EDGAR
2025-12-17 Samuel D Bush EVP, TREASURER & CFO Tax (F) −3,216 $11.44 -$36.8K EDGAR
2025-12-12 Warren S Lada Director Award (A) +4,446 — EDGAR
2025-12-12 Clarke Roger Brown Jr Director Award (A) +4,446 — EDGAR
2025-12-12 Catherine A Bobinski SVP, CHIEF ACCOUNTING OFFICER Award (A) +6,292 — EDGAR
2025-12-12 Gregory David Sutherland Director Award (A) +1,112 — EDGAR
2025-12-12 Michael Scafidi Director Award (A) +2,960 — EDGAR
2025-12-12 Roy F Coppedge III Director Award (A) +4,446 — EDGAR
2025-12-12 Wayne Leland CHIEF OPERATING OFFICER Award (A) +8,054 — EDGAR
2025-12-12 Michael W Schechter Director Award (A) +4,446 — EDGAR
2025-12-12 Timothy J. Clarke Director Award (A) +4,446 — EDGAR
2025-12-12 Samuel D Bush EVP, TREASURER & CFO Award (A) +10,319 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

SGA Insider Holdings

14 insiders · @ $8.40
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Edward K. Christian Trust 10%+ Owner 881,044 $7.40M -$1.08M 37 2026-02-27
2 GATE CITY CAPITAL MANAGEMENT, LLC 10%+ Owner 863,845 $7.26M $2.71M 1 2025-01-08
3 Christopher Forgy PRESIDENT & CEO 109,927 $923.4K $0 17 2025-12-17
4 Samuel D Bush EVP, TREASURER & CFO 69,508 $583.9K -$240.5K 41 2025-12-17
5 Catherine A Bobinski SVP, CHIEF ACCOUNTING OFFICER 38,524 $323.6K -$39.0K 44 2025-12-17
6 Warren S Lada Director 35,437 $297.7K -$227.0K 32 2025-12-12
7 Wayne Leland CHIEF OPERATING OFFICER 31,576 $265.2K $0 8 2025-12-17
8 Marcia Lobaito CORPORATE SECRETARY 25,058 $210.5K -$321.4K 36 2024-12-09
9 Clarke Roger Brown Jr Director 19,272 $161.9K $0 18 2025-12-12
10 Timothy J. Clarke Director 19,130 $160.7K $4.9K 15 2025-12-12
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

SGA Board & Officers

As of SEC filings through Feb 27, 2026

Directors 8

Officers 4

10% owners 1

Changes in the last 10 years (29)
Sep 29, 2025Gregory David Sutherland became a director
May 2, 2025Michael Scafidi became a director
Jan 8, 2025Gate City Capital Management, LLC became a 10% owner
Dec 9, 2024Samuel D Bush listed as EVP, Treasurer & CFO (previously SVP, Treasurer & CFO) in SEC filings
Nov 8, 2024Wayne Leland listed as Chief Operating Officer (previously SVP of Operations) in SEC filings
Dec 11, 2023Marcia Lobaito no longer listed as Corporate Secretary in SEC filings
Dec 11, 2023Christopher Forgy first listed as a director in an SEC filing
May 8, 2023Michael W Schechter became a director
Jan 3, 2023Wayne Leland became SVP of Operations
Dec 19, 2022Samuel D Bush listed as SVP, Treasurer & CFO (previously SVP and CFO) in SEC filings
Dec 19, 2022Christopher Forgy listed as President & CEO (previously SVP - Operations) in SEC filings
Aug 19, 2022The company announced the departure of Edward K Christian from the board in an SEC filing
Aug 19, 2022The company announced the departure of Edward K Christian from the board in an SEC filing
Aug 19, 2022The company announced the departure of Edward K Christian as President and CEO in an SEC filing
Aug 19, 2022Edward K. Christian Trust became a 10% owner
Nov 9, 2021Samuel D Bush listed as SVP and CFO (previously Senior VP & CFO) in SEC filings
Nov 9, 2021Marcia Lobaito listed as Corporate Secretary (previously Senior VP & Secretary) in SEC filings
Nov 9, 2021Marcia Lobaito first listed as a director in an SEC filing
Nov 9, 2021Edward K Christian no longer listed as a 10% owner in SEC filings
Nov 9, 2021Edward K Christian listed as President and CEO (previously Chairman, President & CEO) in SEC filings
Not reported recently (7)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

SGA Proposed Insider Sales (Form 144)

Latest: 2026-02-25
Last 30d: 0 filings  ·  Last 90d: 0 filings

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-02-25 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 5,665 $68.4K 2026-02-25 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-21 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 1,669 $20.9K 2025-10-21 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-16 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 761 $9.5K 2025-10-16 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-15 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 682 $8.6K 2025-10-15 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-14 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 748 $9.4K 2025-10-14 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-08 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 1 $13 2025-10-08 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-07 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 10 $130 2025-10-07 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-06 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 629 $8.2K 2025-10-06 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-02 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 1,678 $21.0K 2025-10-02 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-01 EDWARD K CHRISTIAN AGREEMENT OF TRUST 10% Stockholder 546 $6.9K 2025-10-01 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
13 ETFs hold SGA
13 shown · $4.20M total exposure · 0.00% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $1.1M — 2026-09-30
2 DFSV Dimensional US Small Cap Value ETF Dimensional 0.00% $783,972 — 2026-10-20
3 VXF Vanguard Extended Market ETF Vanguard 0.00% $451,445 — 2026-09-30
4 DFAT Dimensional US Targeted Value ETF Dimensional 0.00% $426,132 — 2026-10-20
5 DFAS Dimensional US Small Cap ETF Dimensional 0.00% $358,487 — 2026-10-20
6 BSVO EA Bridgeway Omni Small-Cap Value ETF Nport 0.01% $326,266 — 2026-06-30
7 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.00% $232,982 — 2026-10-20
8 DFMC Dimensional US Micro Cap ETF Dimensional 0.00% $150,284 — 2026-10-20
9 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.00% $127,562 — 2026-10-20
10 IWC iShares Micro-Cap ETF iShares (BlackRock) 0.01% $122,018 $1.2B 2026-10-20
11 DFUV Dimensional US Marketwide Value ETF Dimensional 0.00% $68,821 $15.8B 2026-10-20
12 DXUV Dimensional US Vector Equity ETF Dimensional 0.00% $39,514 — 2026-10-20
13 DFSU Dimensional US Sustainability Core 1 ETF Dimensional 0.00% $36,120 $2.4B 2026-10-20
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.