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Dimensional US Core Equity 1 ETF (DCOR) Institutional Ownership

Dimensional US Core Equity 1 ETF logo
$64.65 -0.82 (-1.25%)
As of 06/13/2025 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)
123
Total
Institutional Inflows
(last 12 months)
$710.05M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$12.04M
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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
5/21/2025 Geneos Wealth Management Inc.286,987$17.60M0.6%+3.6%1.149%
5/19/2025 Jane Street Group LLC50,164$3.08M0.0%N/A0.201%
5/16/2025 Ashton Thomas Private Wealth LLC9,700$595K0.0%+9.9%0.039%
5/16/2025 Integrated Wealth Concepts LLC260,561$15.98M0.2%+10.5%1.043%
5/16/2025 Copperleaf Capital LLC65,803$4.04M2.4%+2.0%0.263%
5/15/2025 Betterment LLC275,476$16.90M0.0%+7.6%1.103%
5/15/2025 OLD Mission Capital LLC13,494$828K0.0%N/A0.054%
5/14/2025 Note Advisors LLC5,926$363K0.3%+15.2%0.024%
5/14/2025 CreativeOne Wealth LLC39,360$2.41M0.1%+40.2%0.158%
5/14/2025 Smartleaf Asset Management LLC113,301$6.91M0.7%+1.1%0.454%
5/14/2025 Sax Wealth Advisors LLC18,418$1.13M0.1%+51.9%0.074%
5/14/2025 CWS Financial Advisors LLC6,258$384K0.1%+51.2%0.025%
5/13/2025 American Investment Services Inc.13,560$832K0.1%N/A0.054%
5/13/2025 EverSource Wealth Advisors LLC139,625$8.56M0.5%+13.1%0.559%
5/13/2025 Annandale Capital LLC323,052$19.81M1.2%+21.3%1.293%
5/12/2025 Financial Engines Advisors L.L.C.15,408$945K0.0%-4.0%0.062%
5/12/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors822,152$50.61M4.0%+9.9%3.291%
5/12/2025 Townsquare Capital LLC52,023$3.19M0.0%+18.6%0.208%
5/12/2025 Truepoint Inc.51,638$3.17M0.1%+20.9%0.207%
5/9/2025 Hemington Wealth Management15,526$952K0.1%-3.8%0.062%
5/9/2025 Wealthspire Advisors LLC49,770$3.05M0.0%+20.9%0.199%
5/8/2025 Altiora Financial Group LLC173,675$10.65M2.3%+6.9%0.695%
5/8/2025 Goodman Financial Corp23,600$1.45M0.3%-12.8%0.094%
5/8/2025 Modera Wealth Management LLC25,307$1.55M0.0%+11.1%0.101%
5/8/2025 Mesirow Financial Investment Management Inc.22,611$1.39M0.0%+34.7%0.091%
5/8/2025 Geneos Wealth Management Inc.287,417$17.63M0.5%+3.7%1.151%
5/7/2025 Your Advocates Ltd. LLP979,248$60.06M23.0%+1.9%3.920%
5/7/2025 Werba Rubin Papier Wealth Management9,804$601K0.1%N/A0.039%
5/7/2025 LPL Financial LLC24,108$1.48M0.0%+87.1%0.097%
5/7/2025 HB Wealth Management LLC81,911$5.02M0.0%N/A0.328%
5/6/2025 Assetmark Inc.565$35K0.0%+131.6%0.002%
5/6/2025 USAdvisors Wealth Management LLC37,812$2.32M0.8%N/A0.151%
5/6/2025 WorthPointe LLC3,456$212K0.1%N/A0.014%
5/5/2025 Millstone Evans Group LLC34,911$2.14M1.5%+3.9%0.140%
5/5/2025 IFP Advisors Inc21,066$1.29M0.0%+4.1%0.084%
5/5/2025 Aspen Capital Management LLC98,935$6.07M1.9%N/A0.396%
5/5/2025 Keyes Stange & Wooten Wealth Management LLC326,955$20.05M11.4%+17.1%1.309%
5/5/2025 STAR Financial Bank17,194$1.06M0.8%+67.8%0.069%
5/5/2025 Private Advisor Group LLC460,466$28.24M0.2%+110.9%1.843%
5/5/2025 Riverchase Wealth Management LLC238,654$14.64M10.2%+35.6%0.955%
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5/2/2025 Hardy Reed LLC242,461$14.87M1.3%+29.8%0.971%
5/2/2025 Concord Wealth Partners1,528$94K0.0%+28.9%0.006%
5/2/2025 DecisionPoint Financial LLC22,044$1.35M0.4%+973.2%0.088%
5/2/2025 BIP Wealth LLC38,451$2.36M0.2%+37.9%0.154%
5/2/2025 SageOak Financial LLC228,322$14.00M12.4%+12.8%0.914%
5/1/2025 Gould Asset Management LLC CA19,071$1.17M0.2%+22.0%0.076%
5/1/2025 LRI Investments LLC125,771$7.71M0.7%+630.8%0.503%
5/1/2025 Woodside Wealth Management LLC3,039$186K0.2%N/A0.012%
4/30/2025 Cerity Partners LLC103,724$6.36M0.0%+0.4%0.450%
4/30/2025 Phillips Financial Management LLC4,871$299K0.0%+10.3%0.021%
4/30/2025 Allworth Financial LP65,598$3.92M0.0%+1,495.7%0.285%
4/30/2025 Stratos Investment Management LLC49,636$3.04M0.2%+33.1%0.216%
4/29/2025 Envestnet Asset Management Inc.109,082$6.69M0.0%+16.9%0.474%
4/29/2025 Cloud Capital Management LLC74,710$4.58M3.3%N/A0.324%
4/29/2025 SwitchPoint Financial Planning LLC24,402$1.50M1.4%N/A0.106%
4/29/2025 Capital Investment Advisory Services LLC89,840$5.51M0.5%-5.1%0.390%
4/29/2025 OneDigital Investment Advisors LLC304,846$18.70M0.2%+20.9%1.324%
4/29/2025 Silver Oak Securities Incorporated12,613$769K0.1%+1.5%0.055%
4/28/2025 BCO Wealth Management LLC345,213$21.17M16.6%+12.2%1.499%
4/28/2025 Rossby Financial LCC625$37K0.0%N/A0.003%
4/28/2025 Sageworth Trust Co240,948$14.78M0.9%+25.7%1.046%
4/28/2025 Sageworth Trust Co of South Dakota71,173$4.37M5.2%+7.6%0.309%
4/25/2025 Yardley Wealth Management LLC5,845$358K0.2%N/A0.025%
4/25/2025 Hutchens & Kramer Investment Management Group LLC204,133$12.52M6.9%+0.8%0.886%
4/23/2025 Allodium Investment Consultants LLC3,368$207K0.2%N/A0.015%
4/23/2025 Onyx Financial Advisors LLC10,237$628K0.3%+72.1%0.044%
4/23/2025 Pure Financial Advisors LLC2,032,839$124.67M2.6%-3.9%8.827%
4/23/2025 Perigon Wealth Management LLC29,945$1.84M0.0%N/A0.130%
4/23/2025 Archford Capital Strategies LLC101,944$6.25M0.9%+134.5%0.443%
4/23/2025 Keystone Financial Services3,578$219K0.1%N/A0.016%
4/23/2025 SC&H Financial Advisors Inc.173,261$10.63M2.1%+33.0%0.752%
4/23/2025 Vantage Point Financial LLC283,295$17.37M8.8%+7.6%1.230%
4/22/2025 Cambridge Investment Research Advisors Inc.193,260$11.85M0.0%+217.6%0.839%
4/22/2025 XY Planning Network Inc.7,078$434K0.3%N/A0.031%
4/22/2025 Evanson Asset Management LLC7,295$447K0.0%+23.6%0.032%
4/21/2025 Avior Wealth Management LLC3,434$211K0.0%+23.7%0.015%
4/18/2025 Colorado Capital Management Inc.3,552$218K0.1%N/A0.015%
4/17/2025 Cyndeo Wealth Partners LLC66,475$4.08M0.3%+4.1%0.289%
4/17/2025 Morton Capital Management LLC CA71,312$4.37M0.8%+24.7%0.310%
4/17/2025 Brighton Jones LLC538,674$33.04M1.1%+54.0%2.339%
4/16/2025 Wealth Enhancement Advisory Services LLC5,265$323K0.0%-19.0%0.023%
4/16/2025 Cypress Point Wealth Management LLC71,553$4.39M1.4%+9.7%0.311%
4/16/2025 Wealth Advisors Northwest LLC8,841$542K0.3%+4.2%0.038%
4/15/2025 FMB Wealth Management42,578$2.61M1.4%+3.8%0.185%
4/15/2025 GPS Wealth Strategies Group LLC1,878$115K0.0%+30.2%0.008%
4/15/2025 Michael A. Dubis Financial Planning LLC21,585$1.32M1.3%+6.1%0.094%
4/14/2025 Investment Advisory Group LLC35,276$2.16M0.7%+8.0%0.153%
4/14/2025 Farther Finance Advisors LLC78,711$4.85M0.1%+32.2%0.342%
4/11/2025 KFG Wealth Management LLC294,238$18.05M3.3%+1.5%1.278%
4/10/2025 Firethorn Wealth Partners LLC13,416$823K0.4%+58.2%0.058%
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4/9/2025 RFG Advisory LLC14,785$907K0.0%-42.1%0.064%
4/9/2025 Merit Financial Group LLC10,226$627K0.0%+62.6%0.044%
4/9/2025 Quantum Financial Advisors LLC269,948$16.56M2.5%N/A1.221%
3/17/2025 Wealth Enhancement Advisory Services LLC6,498$417K0.0%N/A0.031%
2/24/2025 Great Valley Advisor Group Inc.1,724,121$110.62M2.5%N/A21.026%
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%
(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, 134 institutional investors and hedge funds held shares of Dimensional US Core Equity 1 ETF. The most heavily invested institutionals were Pure Financial Advisors LLC ($124.67M), Great Valley Advisor Group Inc. ($110.62M), Your Advocates Ltd. LLP ($60.06M), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($50.61M), Essential Planning LLC. ($46.74M), Brighton Jones LLC ($33.04M), and Monograph Wealth Advisors LLC ($29.60M).Learn more on DCOR's institutional investors.

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

Of the 132 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), Great Valley Advisor Group Inc. ($1.72M), Your Advocates Ltd. LLP ($1.09M), Essential Planning LLC. ($717.68K), C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($710.52K), Brighton Jones LLC ($538.67K), and Private Advisor Group LLC ($454.97K).

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

Institutional investors have bought a total of 13,850,624 shares in the last 24 months. This purchase volume represents approximately $846.79M in transactions.

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

Of the 22 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: Pure Financial Advisors LLC ($82.46K), RFG Advisory LLC ($34.24K), Jane Street Group LLC ($21.92K), Goodman Financial Corp ($17.66K), Capital Investment Advisory Services LLC ($13.73K), Truist Financial Corp ($9.35K), and Commonwealth Equity Services LLC ($8.45K).

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

Institutional investors have sold a total of 203,820 shares in the last 24 months. This volume of shares sold represents approximately $12.63M in transactions.



This page (NYSEARCA:DCOR) was last updated on 6/14/2025 by MarketBeat.com Staff
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