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Dimensional US Core Equity 1 ETF (DCOR) Institutional Ownership

$63.10
+0.22 (+0.35%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$314.20M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.23M
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DCOR Institutional Buying and Selling by Quarter

Dimensional US Core Equity 1 ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Mesirow Financial Investment Management Inc.14,466$916K0.0%N/A0.176%
11/1/2024Cypress Point Wealth Management LLC55,000$3.48M1.4%+41.5%0.671%
11/1/2024Rather & Kittrell Inc.258,108$16.35M4.0%+31.0%3.148%
10/29/2024 Pure Financial Advisors LLC1,988,104$125.93M3.0%+25.8%24.245%
10/29/2024 Farther Finance Advisors LLC31,721$2.01M0.1%+29.6%0.387%
10/25/2024 Your Advocates Ltd. LLP961,178$60.88M23.9%+0.8%11.722%
10/25/2024 SC&H Financial Advisors Inc.62,595$3.97M0.9%+81.2%0.763%
10/24/2024 Sageworth Trust Co156,606$9.92M0.6%+58.5%1.910%
10/24/2024 Sageworth Trust Co of South Dakota64,179$4.07M5.2%+41.2%0.783%
10/23/2024 Brighton Jones LLC245,781$15.57M0.6%+49.1%2.997%
10/22/2024 Private Advisor Group LLC26,368$1.67M0.0%+379.3%0.322%
10/19/2024Cyndeo Wealth Partners LLC61,924$3.92M0.3%N/A0.755%
10/17/2024RFG Advisory LLC49,024$3.11M0.1%+7.6%0.598%
10/16/2024 Firethorn Wealth Partners LLC7,890$500K0.3%+74.6%0.096%
10/15/2024 Hutchens & Kramer Investment Management Group LLC183,416$11.51M6.4%+164.1%2.237%
10/11/2024 Kathleen S. Wright Associates Inc.8,016$508K0.2%+25.9%0.098%
10/9/2024 Morton Capital Management LLC CA51,964$3.29M0.6%+92.0%0.634%
10/8/2024 CWM LLC3,686$233K0.0%+117.2%0.045%
10/8/2024 Great Oak Capital Partners LLC355,365$22.50M7.8%+4.9%4.334%
10/8/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors459,802$29.12M2.5%+264.9%5.607%
10/8/2024 Dynamic Advisor Solutions LLC6,803$431K0.0%-20.1%0.083%
10/3/2024 Park Avenue Securities LLC13,010$824K0.0%N/A0.159%
8/21/2024Truist Financial Corp53,173$3.17M0.0%+5.7%0.648%
8/16/2024Annandale Capital LLC177,673$10.58M1.8%+70.2%2.167%
8/14/2024EverSource Wealth Advisors LLC104,655$6.41M0.4%+12.9%1.276%
8/14/2024 Great Oak Capital Partners LLC338,689$19.96M7.5%+35.1%4.130%
8/12/2024 Brighton Jones LLC164,837$9.81M0.3%+51.3%2.010%
8/12/2024Glass Jacobson Investment Advisors llc19,796$1.18M0.4%+1.0%0.241%
8/10/2024 DecisionPoint Financial LLC1,732$106K0.0%+44.0%0.021%
8/8/2024Envestnet Asset Management Inc.59,680$3.55M0.0%+13.1%0.728%
8/8/2024Main Street Financial Solutions LLC6,847$408K0.0%N/A0.084%
8/7/2024Ashton Thomas Private Wealth LLC7,307$435K0.0%N/A0.089%
8/5/2024Truepoint Inc.16,867$1.00M0.0%+176.5%0.206%
7/31/2024 Farther Finance Advisors LLC24,470$1.46M0.1%+861.9%0.298%
7/31/2024Commonwealth Equity Services LLC9,530$567K0.0%-47.0%0.116%
7/29/2024 Modera Wealth Management LLC22,381$1.33M0.0%N/A0.273%
7/27/2024Cypress Point Wealth Management LLC38,881$2.31M1.1%+64.1%0.474%
7/26/2024 Sprinkle Financial Consultants LLC5,246$312K0.2%N/A0.064%
7/26/2024 Cambridge Investment Research Advisors Inc.40,520$2.41M0.0%+78.9%0.494%
7/24/2024LRI Investments LLC13,968$831K0.1%-2.8%0.170%
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7/19/2024 KFG Wealth Management LLC32,807$1.95M0.8%+41.9%0.400%
7/18/2024 Pure Financial Advisors LLC1,580,519$94.07M2.6%+549.2%19.275%
7/15/2024 Dynamic Advisor Solutions LLC8,514$507K0.0%+15.7%0.104%
7/15/2024RFG Advisory LLC45,550$2.71M0.1%+14.5%0.555%
7/12/2024 Morton Capital Management LLC CA27,070$1.61M0.4%+108.2%0.330%
7/12/2024Sax Wealth Advisors LLC10,294$613K0.1%+18.5%0.126%
7/11/2024 Global Trust Asset Management LLC500$30K0.0%N/A0.006%
6/11/2024EverSource Wealth Advisors LLC92,669$5.19M0.4%+57.5%1.130%
5/21/2024LRI Investments LLC14,369$843K0.1%N/A0.175%
5/17/2024 Innealta Capital LLC3,460$203K0.1%N/A0.042%
5/16/2024WPWealth LLP11,547$677K0.2%+3.8%0.141%
5/15/2024LRI Investments LLC14,369$835K0.1%N/A0.175%
5/14/2024CreativeOne Wealth LLC16,966$995K0.0%+88.3%0.207%
5/14/2024Sax Wealth Advisors LLC8,684$509K0.1%+113.0%0.106%
5/10/2024Truepoint Inc.6,101$358K0.0%N/A0.074%
5/9/2024 Brighton Jones LLC108,922$6.39M0.2%+77.1%1.396%
5/9/2024Orion Portfolio Solutions LLC138,187$8.11M0.1%+3.8%1.772%
5/4/2024Gould Asset Management LLC CA11,113$652K0.2%+190.2%0.142%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,376$843K0.1%N/A0.184%
5/2/2024Hardy Reed LLC72,062$4.23M0.5%+56.2%0.924%
5/1/2024 DecisionPoint Financial LLC1,203$68K0.0%+26.4%0.015%
4/30/2024 J.W. Cole Advisors Inc.4,079$238K0.0%N/A0.052%
4/30/2024 Concord Wealth Partners1,183$69K0.0%N/A0.015%
4/30/2024 Hutchens & Kramer Investment Management Group LLC61,358$3.59M2.1%+43.9%0.787%
4/30/2024 Investment Advisory Group LLC5,334$313K0.1%N/A0.068%
4/30/2024Commonwealth Equity Services LLC17,980$1.06M0.0%+19.1%0.231%
4/26/2024 RCS Financial Planning LLC10,082$591K0.4%N/A0.129%
4/25/2024 Capital Investment Advisory Services LLC307,679$18.05M1.9%-1.3%3.945%
4/23/2024Fifth Third Bancorp3,000$176K0.0%N/A0.038%
4/19/2024 KFG Wealth Management LLC23,115$1.36M0.6%N/A0.000%
4/17/2024 Kathleen S. Wright Associates Inc.3,546$208K0.1%N/A0.000%
4/15/2024 Great Oak Capital Partners LLC250,686$14.70M6.5%+47.3%0.000%
4/12/2024 Morton Capital Management LLC CA13,004$763K0.2%+54.2%0.000%
4/12/2024 Doliver Advisors LP4,310$253K0.1%N/A0.000%
4/11/2024RFG Advisory LLC39,793$2.33M0.1%+88.1%0.000%
4/10/2024Bromfield Sneider Wealth Advisors9,208$540K0.3%+645.6%0.000%
2/26/2024 Great Oak Capital Partners LLC170,243$9.10M4.9%N/A0.000%
2/14/2024Keyes Stange & Wooten Wealth Management LLC3,761$201K0.2%N/A0.000%
2/9/2024Orion Portfolio Solutions LLC133,124$7.08M0.1%-2.0%0.000%
2/9/2024EverSource Wealth Advisors LLC58,840$3.15M0.3%N/A0.000%
2/9/2024CreativeOne Wealth LLC9,010$482K0.0%N/A0.000%
2/8/2024 Your Advocates Ltd. LLP1,062,348$56.81M22.9%N/A0.000%
2/5/2024 Brighton Jones LLC61,487$3.29M0.1%N/A0.000%
2/5/2024 Silver Oak Securities Incorporated6,596$353K0.0%N/A0.000%
2/2/2024Truist Financial Corp48,287$2.58M0.0%-7.1%0.000%
2/2/2024Rather & Kittrell Inc.43,802$2.34M0.8%N/A0.000%
2/2/2024Gould Asset Management LLC CA3,830$205K0.1%N/A0.000%
2/1/2024 SC&H Financial Advisors Inc.13,454$719K0.2%N/A0.000%
2/1/2024 Capital Investment Advisory Services LLC311,867$16.68M1.5%N/A0.000%
2/1/2024 CWM LLC1,697$91K0.0%N/A0.000%
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1/31/2024 DecisionPoint Financial LLC952$51K0.0%N/A0.000%
1/26/2024Hemington Wealth Management16,287$871K0.3%N/A0.000%
1/25/2024RFG Advisory LLC21,159$1.13M0.0%N/A0.000%
1/24/2024 Allworth Financial LP3,682$197K0.0%N/A0.000%
1/22/2024 Hutchens & Kramer Investment Management Group LLC42,646$2.28M1.6%N/A0.000%
1/22/2024Glass Jacobson Investment Advisors llc19,542$1.05M0.4%N/A0.000%
1/18/2024 McGlone Suttner Wealth Management Inc.904$48K0.0%N/A0.000%
1/18/2024 Morton Capital Management LLC CA8,431$451K0.1%N/A0.000%
1/17/2024Cypress Point Wealth Management LLC6,794$363K0.3%N/A0.000%
1/11/2024 Onyx Financial Advisors LLC6,178$330K0.2%N/A0.000%
(Data available from 1/1/2016 forward)

DCOR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DCOR shares?

During the previous two years, 59 institutional investors and hedge funds held shares of Dimensional US Core Equity 1 ETF. The most heavily invested institutionals were Pure Financial Advisors LLC ($125.93M), Your Advocates Ltd. LLP ($60.88M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($29.12M), Great Oak Capital Partners LLC ($22.50M), Capital Investment Advisory Services LLC ($18.05M), Rather & Kittrell Inc. ($16.35M), and Brighton Jones LLC ($15.57M).Learn more on DCOR's institutional investors.

Which institutional investors have been buying Dimensional US Core Equity 1 ETF stock?

Of the 59 institutional investors that purchased Dimensional US Core Equity 1 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pure Financial Advisors LLC ($1.89M), Your Advocates Ltd. LLP ($1.07M), Great Oak Capital Partners LLC ($355.37K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($348.17K), Capital Investment Advisory Services LLC ($311.87K), Brighton Jones LLC ($245.78K), and Hutchens & Kramer Investment Management Group LLC ($175.32K).

How much institutional buying is happening at Dimensional US Core Equity 1 ETF?

Institutional investors have bought a total of 5,546,601 shares in the last 24 months. This purchase volume represents approximately $320.95M in transactions.

Which Dimensional US Core Equity 1 ETF major shareholders have been selling company stock?

The following institutional investors have sold Dimensional US Core Equity 1 ETF stock in the last 24 months: Commonwealth Equity Services LLC ($8.45K), Capital Investment Advisory Services LLC ($4.19K), Truist Financial Corp ($3.71K), Orion Portfolio Solutions LLC ($2.74K), Dynamic Advisor Solutions LLC ($1.71K), and LRI Investments LLC ($401.00).

How much institutional selling is happening at Dimensional US Core Equity 1 ETF?

Institutional investors have sold a total of 21,204 shares in the last 24 months. This volume of shares sold represents approximately $1.23M in transactions.



This page (NYSEARCA:DCOR) was last updated on 11/2/2024 by MarketBeat.com Staff
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