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Dimensional US Core Equity 1 ETF (DCOR) Institutional Ownership

Dimensional US Core Equity 1 ETF logo
$66.32 +0.64 (+0.97%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
77
Total
Institutional Inflows
(last 12 months)
$367.81M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.21M
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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
1/21/2025Cypress Point Wealth Management LLC65,220$4.19M1.3%+18.6%0.795%
1/21/2025KFG Wealth Management LLC289,988$18.61M3.5%+39.7%3.536%
1/21/2025Archford Capital Strategies LLC43,470$2.79M0.4%N/A0.530%
1/21/2025Cyndeo Wealth Partners LLC63,879$4.10M0.3%+3.2%0.779%
1/21/2025Geneos Wealth Management Inc.277,102$17.78M0.6%N/A3.379%
1/21/2025Firethorn Wealth Partners LLC8,478$544K0.3%+7.5%0.103%
1/21/2025RFG Advisory LLC25,525$1.64M0.0%-47.9%0.311%
1/21/2025Brighton Jones LLC349,827$22.45M0.6%+42.3%4.266%
1/17/2025 Investment Advisory Group LLC32,674$2.10M0.7%+9.8%0.398%
1/16/2025 Pure Financial Advisors LLC2,115,303$135.72M3.1%+6.4%25.796%
1/16/2025 Onyx Financial Advisors LLC5,947$382K0.2%-3.8%0.073%
1/16/2025 Evanson Asset Management LLC5,903$379K0.0%N/A0.072%
1/15/2025 Sax Wealth Advisors LLC12,126$778K0.1%+5.3%0.148%
1/15/2025 Merit Financial Group LLC6,288$403K0.0%N/A0.077%
1/15/2025 Great Oak Capital Partners LLC354,413$22.59M7.6%-0.3%4.322%
1/15/2025 Morton Capital Management LLC CA57,186$3.67M0.7%+10.0%0.697%
1/14/2025 StrongBox Wealth LLC5,119$328K0.1%N/A0.062%
1/14/2025 Park Avenue Securities LLC30,101$1.93M0.0%+131.4%0.367%
1/14/2025 Fiduciary Financial Group LLC10,447$665K0.1%N/A0.127%
1/13/2025 Signet Financial Management LLC6,076$390K0.0%+10.7%0.074%
1/7/2025 Strathmore Capital Advisors Inc.17,283$1.11M0.8%N/A0.211%
11/15/2024LRI Investments LLC17,208$1.13M0.1%+23.2%0.210%
11/15/2024Drucker Wealth 3.0 LLC3,474$220K0.1%N/A0.042%
11/15/2024Glass Jacobson Investment Advisors llc19,584$1.24M0.4%-1.1%0.239%
11/15/2024Orion Portfolio Solutions LLC150,257$9.52M0.2%+2.1%1.832%
11/15/2024Jane Street Group LLC5,136$325K0.0%-81.0%0.063%
11/15/2024Integrated Wealth Concepts LLC4,081$258K0.0%N/A0.050%
11/14/2024CreativeOne Wealth LLC26,759$1.70M0.1%+77.1%0.326%
11/13/2024Freedom Investment Management Inc.14,678$930K0.1%+8.0%0.179%
11/13/2024Hardy Reed LLC170,740$10.82M1.0%+37.9%2.082%
11/13/2024Townsquare Capital LLC43,659$2.77M0.0%+5.4%0.532%
11/12/2024Truepoint Inc.22,308$1.41M0.0%+32.3%0.272%
11/12/2024Keyes Stange & Wooten Wealth Management LLC269,417$17.07M10.1%+4.3%3.286%
11/12/2024Altiora Financial Group LLC156,591$9.92M2.2%+10.5%1.910%
11/8/2024EverSource Wealth Advisors LLC107,910$6.84M0.4%+3.1%1.316%
11/8/2024BIP Wealth LLC16,877$1.07M0.1%N/A0.206%
11/7/2024Phillips Financial Management LLC5,030$319K0.0%+121.1%0.061%
11/7/2024Essential Planning LLC.9,371$594K0.2%N/A0.114%
11/7/2024Thrivent Financial for Lutherans3,192$202K0.0%N/A0.039%
11/6/2024OneDigital Investment Advisors LLC169,603$10.74M0.1%+96.9%2.068%
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11/6/2024Wealthstream Advisors Inc.6,911$438K0.1%N/A0.084%
11/6/2024Main Street Financial Solutions LLC25,043$1.59M0.1%+265.8%0.305%
11/5/2024Ashton Thomas Private Wealth LLC9,044$573K0.0%+23.8%0.110%
11/4/2024FMB Wealth Management40,862$2.59M1.5%+30.1%0.498%
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%
10/29/2024Farther Finance Advisors LLC31,721$2.01M0.1%+29.6%0.387%
10/25/2024Your Advocates Ltd. LLP961,178$60.88M23.9%+0.8%11.722%
10/25/2024SC&H Financial Advisors Inc.62,595$3.97M0.9%+81.2%0.763%
10/24/2024Sageworth Trust Co156,606$9.92M0.6%+58.5%1.910%
10/24/2024Sageworth Trust Co of South Dakota64,179$4.07M5.2%+41.2%0.783%
10/23/2024Brighton Jones LLC245,781$15.57M0.6%+49.1%2.997%
10/22/2024Private 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%
10/16/2024Firethorn Wealth Partners LLC7,890$500K0.3%+74.6%0.096%
10/15/2024Hutchens & Kramer Investment Management Group LLC183,416$11.51M6.4%+164.1%2.237%
10/11/2024Kathleen 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%
10/8/2024CWM LLC3,686$233K0.0%+117.2%0.045%
10/8/2024 Great Oak Capital Partners LLC355,365$22.50M7.8%+4.9%4.334%
10/8/2024C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors459,802$29.12M2.5%+264.9%5.607%
10/8/2024Dynamic 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%
8/12/2024Brighton 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%
8/10/2024DecisionPoint 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%
7/31/2024Farther Finance Advisors LLC24,470$1.46M0.1%+861.9%0.298%
7/31/2024Commonwealth Equity Services LLC9,530$567K0.0%-47.0%0.116%
7/29/2024Modera 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%
7/26/2024Sprinkle Financial Consultants LLC5,246$312K0.2%N/A0.064%
7/26/2024Cambridge 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%
7/19/2024KFG 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%
7/15/2024Dynamic 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%
7/12/2024 Sax Wealth Advisors LLC10,294$613K0.1%+18.5%0.126%
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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%
5/17/2024Innealta 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%
5/14/2024 Sax Wealth Advisors LLC8,684$509K0.1%+113.0%0.106%
5/10/2024Truepoint Inc.6,101$358K0.0%N/A0.074%
5/9/2024Brighton Jones LLC108,922$6.39M0.2%+77.1%1.396%
(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, 80 institutional investors and hedge funds held shares of Dimensional US Core Equity 1 ETF. The most heavily invested institutionals were Pure Financial Advisors LLC ($135.72M), Your Advocates Ltd. LLP ($60.88M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($29.12M), Great Oak Capital Partners LLC ($22.59M), Brighton Jones LLC ($22.45M), KFG Wealth Management LLC ($18.61M), and Capital Investment Advisory Services LLC ($18.05M).Learn more on DCOR's institutional investors.

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

Of the 79 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 ($2.02M), Your Advocates Ltd. LLP ($1.07M), Great Oak Capital Partners LLC ($355.37K), Brighton Jones LLC ($349.83K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($348.17K), Capital Investment Advisory Services LLC ($311.87K), and Geneos Wealth Management Inc. ($277.10K).

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

Institutional investors have bought a total of 6,527,276 shares in the last 24 months. This purchase volume represents approximately $383.65M in transactions.

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

Of the 11 institutional investors that sold Dimensional US Core Equity 1 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: RFG Advisory LLC ($23.50K), Jane Street Group LLC ($21.92K), Commonwealth Equity Services LLC ($8.45K), Capital Investment Advisory Services LLC ($4.19K), Truist Financial Corp ($3.71K), Orion Portfolio Solutions LLC ($2.74K), and Dynamic Advisor Solutions LLC ($1.71K).

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

Institutional investors have sold a total of 68,024 shares in the last 24 months. This volume of shares sold represents approximately $4.21M in transactions.



This page (NYSEARCA:DCOR) was last updated on 1/21/2025 by MarketBeat.com Staff
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