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Dimensional US Core Equity 1 ETF (DCOR) Institutional Ownership

Dimensional US Core Equity 1 ETF logo
$65.40 -1.31 (-1.96%)
As of 02/21/2025 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)
102
Total
Institutional Inflows
(last 12 months)
$484.13M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$5.91M
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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
2/20/2025 Drucker Wealth 3.0 LLC4,063$261K0.1%+17.0%0.050%
2/18/2025 Monograph Wealth Advisors LLC461,344$29.60M3.9%+0.3%5.626%
2/18/2025 Note Advisors LLC5,143$330K0.3%N/A0.063%
2/17/2025 Citadel Advisors LLC10,162$652K0.0%N/A0.124%
2/17/2025 BIP Wealth LLC27,878$1.79M0.1%+65.2%0.340%
2/14/2025 Northern Trust Corp5,439$349K0.0%N/A0.066%
2/14/2025 Betterment LLC256,060$16.43M0.0%+1.5%3.123%
2/14/2025 Integrated Wealth Concepts LLC235,895$15.14M0.2%+5,680.3%2.877%
2/14/2025 IHT Wealth Management LLC5,730$368K0.0%N/A0.070%
2/14/2025 OneDigital Investment Advisors LLC252,171$16.18M0.2%+48.7%3.075%
2/14/2025 Freedom Investment Management Inc.14,866$954K0.1%+1.3%0.181%
2/13/2025 Rather & Kittrell Inc.313,955$20.14M4.7%+21.6%3.829%
2/13/2025 Main Street Financial Solutions LLC40,720$2.61M0.3%+62.6%0.497%
2/13/2025 CreativeOne Wealth LLC28,082$1.80M0.1%+4.9%0.342%
2/13/2025 Mariner LLC48,194$3.09M0.0%+81.4%0.588%
2/13/2025 Townsquare Capital LLC43,862$2.81M0.0%+0.5%0.535%
2/13/2025 Keyes Stange & Wooten Wealth Management LLC279,094$17.91M10.6%+3.6%3.404%
2/13/2025 Cerity Partners LLC103,327$6.63M0.0%N/A1.260%
2/13/2025 Envestnet Asset Management Inc.93,325$5.99M0.0%+31.2%1.138%
2/13/2025 Annandale Capital LLC266,289$17.09M2.7%+13.2%3.247%
2/12/2025 Michael A. Dubis Financial Planning LLC20,350$1.31M1.3%N/A0.248%
2/12/2025 Riverchase Wealth Management LLC176,059$11.30M8.4%N/A2.147%
2/12/2025 Orion Portfolio Solutions LLC170,943$10.97M0.1%+13.8%2.085%
2/12/2025 BCO Wealth Management LLC307,807$19.75M16.4%N/A3.754%
2/12/2025 Foundation Wealth Management LLC PA6,242$400K0.2%N/A0.076%
2/12/2025 Financial Engines Advisors L.L.C.16,057$1.03M0.0%+17.6%0.196%
2/11/2025 LPL Financial LLC12,882$827K0.0%N/A0.157%
2/11/2025 Millstone Evans Group LLC33,612$2.16M1.5%N/A0.410%
2/11/2025 Goodman Financial Corp27,070$1.74M0.4%-34.4%0.330%
2/11/2025 Truepoint Inc.42,720$2.74M0.1%+91.5%0.521%
2/11/2025 SageOak Financial LLC202,447$12.99M11.9%N/A2.469%
2/10/2025 Thrivent Financial for Lutherans9,623$617K0.0%+201.5%0.117%
2/10/2025 Eldridge Investment Advisors Inc.49,126$3.15M0.7%+83.0%0.599%
2/10/2025 Corient Private Wealth LLC7,205$462K0.0%+29.7%0.088%
2/10/2025 Commonwealth Equity Services LLC35,913$2.30M0.0%+255.0%0.438%
2/10/2025 Phillips Financial Management LLC4,415$283K0.0%-12.2%0.054%
2/10/2025 Avantax Advisory Services Inc.5,447$349K0.0%N/A0.066%
2/10/2025 Essential Planning LLC.717,679$46.74M0.3%+7,558.5%8.752%
2/10/2025 Farther Finance Advisors LLC59,555$3.82M0.1%+87.7%0.726%
2/10/2025 EverSource Wealth Advisors LLC123,453$7.92M0.5%+14.4%1.506%
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2/7/2025 Altiora Financial Group LLC162,514$10.43M2.3%+3.8%1.982%
2/7/2025 Mesirow Financial Investment Management Inc.16,780$1.08M0.0%+16.0%0.205%
2/7/2025 Ashton Thomas Private Wealth LLC8,826$566K0.0%-2.4%0.108%
2/6/2025 Modera Wealth Management LLC22,775$1.46M0.0%+1.7%0.278%
2/5/2025 Smartleaf Asset Management LLC112,016$7.20M0.7%-3.7%1.366%
2/4/2025 CWS Financial Advisors LLC4,138$266K0.1%N/A0.050%
2/4/2025 Wealthstream Advisors Inc.7,089$455K0.1%+2.6%0.086%
2/4/2025 IFP Advisors Inc20,246$1.30M0.0%+11.4%0.247%
2/4/2025 Wealthspire Advisors LLC41,166$2.64M0.0%+130.9%0.502%
2/3/2025 Financial Harvest LLC3,777$242K0.2%N/A0.046%
2/3/2025 Hardy Reed LLC186,739$11.98M1.1%+9.4%2.277%
2/3/2025 Private Advisor Group LLC218,359$14.01M0.1%+728.1%2.663%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors747,782$47.98M1.7%+62.6%9.119%
1/31/2025 Truist Financial Corp48,373$3.10M0.0%-10.4%0.590%
1/31/2025 J.W. Cole Advisors Inc.3,442$221K0.0%-16.6%0.042%
1/30/2025 Copperleaf Capital LLC64,532$4.14M2.6%+1.9%0.787%
1/30/2025 Allworth Financial LP4,111$274K0.0%-3.7%0.050%
1/30/2025 Blue Trust Inc.576$37K0.0%-53.5%0.007%
1/29/2025 FMB Wealth Management41,035$2.63M1.5%+0.4%0.500%
1/29/2025 Wealth Advisors Northwest LLC8,483$544K0.4%N/A0.103%
1/29/2025 DecisionPoint Financial LLC2,054$132K0.0%+24.4%0.025%
1/28/2025 SC&H Financial Advisors Inc.130,293$8.36M1.7%+108.2%1.589%
1/28/2025 Sprinkle Financial Consultants LLC5,655$363K0.2%+7.5%0.069%
1/28/2025 Sageworth Trust Co of South Dakota66,171$4.25M5.4%+3.1%0.807%
1/28/2025 Sageworth Trust Co191,721$12.30M0.8%+22.4%2.338%
1/27/2025 Silver Oak Securities Incorporated12,430$799K0.1%+9.3%0.152%
1/27/2025 Stratos Investment Management LLC37,280$2.39M0.1%N/A0.455%
1/27/2025 Kathleen S. Wright Associates Inc.12,545$805K0.3%+56.5%0.153%
1/24/2025 Vantage Point Financial LLC263,351$16.90M9.1%N/A3.212%
1/24/2025 GPS Wealth Strategies Group LLC1,442$93K0.0%+19.0%0.018%
1/23/2025 Capital Investment Advisory Services LLC94,625$6.07M0.6%-4.8%1.154%
1/23/2025 RCS Financial Planning LLC10,252$658K0.4%+1.7%0.125%
1/22/2025 Hutchens & Kramer Investment Management Group LLC202,595$13.00M7.1%+10.5%2.471%
1/22/2025 Blue Trust Inc.575$36K0.0%-53.6%0.007%
1/21/2025 Cypress Point Wealth Management LLC65,220$4.19M1.3%+18.6%0.795%
1/21/2025 KFG Wealth Management LLC289,988$18.61M3.5%+39.7%3.536%
1/21/2025 Archford Capital Strategies LLC43,470$2.79M0.4%N/A0.530%
1/21/2025 Cyndeo Wealth Partners LLC63,879$4.10M0.3%+3.2%0.779%
1/21/2025 Geneos Wealth Management Inc.277,102$17.78M0.6%N/A3.379%
1/21/2025 Firethorn Wealth Partners LLC8,478$544K0.3%+7.5%0.103%
1/21/2025 RFG Advisory LLC25,525$1.64M0.0%-47.9%0.311%
1/21/2025 Brighton 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%
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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%
11/15/2024 LRI Investments LLC17,208$1.13M0.1%+23.2%0.210%
11/15/2024 Drucker Wealth 3.0 LLC3,474$220K0.1%N/A0.042%
11/15/2024 Glass Jacobson Investment Advisors llc19,584$1.24M0.4%-1.1%0.239%
11/15/2024 Orion Portfolio Solutions LLC150,257$9.52M0.2%+2.1%1.832%
11/15/2024 Jane Street Group LLC5,136$325K0.0%-81.0%0.063%
(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, 111 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 ($47.98M), Essential Planning LLC. ($46.74M), Monograph Wealth Advisors LLC ($29.60M), Great Oak Capital Partners LLC ($22.59M), and Brighton Jones LLC ($22.45M).Learn more on DCOR's institutional investors.

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

Of the 107 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), Essential Planning LLC. ($717.68K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($636.15K), Great Oak Capital Partners LLC ($355.37K), Brighton Jones LLC ($349.83K), and Capital Investment Advisory Services LLC ($311.87K).

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

Institutional investors have bought a total of 9,741,298 shares in the last 24 months. This purchase volume represents approximately $589.86M in transactions.

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

Of the 18 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), Goodman Financial Corp ($14.19K), Truist Financial Corp ($9.35K), Capital Investment Advisory Services LLC ($8.95K), Commonwealth Equity Services LLC ($8.45K), and Smartleaf Asset Management LLC ($4.25K).

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

Institutional investors have sold a total of 99,868 shares in the last 24 months. This volume of shares sold represents approximately $6.25M in transactions.



This page (NYSEARCA:DCOR) was last updated on 2/22/2025 by MarketBeat.com Staff
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