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Dimensional US Core Equity 1 ETF (DCOR) Institutional Ownership

$60.67
+0.72 (+1.20%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$220.55M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$614.63K
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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
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%
7/19/2024 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%
7/15/2024Dynamic Advisor Solutions LLC8,514$507K0.0%+15.7%0.104%
7/15/2024 RFG 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%
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%
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%
5/3/2024C2P 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%
5/1/2024DecisionPoint Financial LLC1,203$68K0.0%+26.4%0.015%
4/30/2024J.W. Cole Advisors Inc.4,079$238K0.0%N/A0.052%
4/30/2024Concord 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%
4/30/2024Investment 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%
4/25/2024Capital Investment Advisory Services LLC307,679$18.05M1.9%-1.3%3.945%
4/23/2024 Fifth 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%
4/15/2024Great 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%
4/11/2024 RFG Advisory LLC39,793$2.33M0.1%+88.1%0.000%
4/10/2024Bromfield Sneider Wealth Advisors9,208$540K0.3%+645.6%0.000%
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2/26/2024Great Oak Capital Partners LLC170,243$9.10M4.9%N/A0.000%
2/14/2024 Keyes 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%
2/8/2024Your Advocates Ltd. LLP1,062,348$56.81M22.9%N/A0.000%
2/5/2024Brighton 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%
2/1/2024SC&H Financial Advisors Inc.13,454$719K0.2%N/A0.000%
2/1/2024Capital Investment Advisory Services LLC311,867$16.68M1.5%N/A0.000%
2/1/2024 CWM LLC1,697$91K0.0%N/A0.000%
1/31/2024DecisionPoint Financial LLC952$51K0.0%N/A0.000%
1/26/2024Hemington Wealth Management16,287$871K0.3%N/A0.000%
1/25/2024 RFG 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%
1/8/2024 Pure Financial Advisors LLC147,733$7.90M0.3%N/A0.000%
11/1/2023Orion Portfolio Solutions LLC135,867$6.55M0.1%N/A0.000%
10/12/2023WPWealth LLP4,301$207K0.1%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, 46 institutional investors and hedge funds held shares of Dimensional US Core Equity 1 ETF. The most heavily invested institutionals were Pure Financial Advisors LLC ($94.07M), Your Advocates Ltd. LLP ($56.81M), Capital Investment Advisory Services LLC ($18.05M), Great Oak Capital Partners LLC ($14.70M), Orion Portfolio Solutions LLC ($8.11M), Brighton Jones LLC ($6.39M), and EverSource Wealth Advisors LLC ($5.19M).Learn more on DCOR's institutional investors.

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

Of the 45 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 ($1.48M), Your Advocates Ltd. LLP ($1.06M), Capital Investment Advisory Services LLC ($311.87K), Great Oak Capital Partners LLC ($250.69K), Orion Portfolio Solutions LLC ($140.93K), Brighton Jones LLC ($108.92K), and EverSource Wealth Advisors LLC ($92.67K).

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

Institutional investors have bought a total of 3,942,866 shares in the last 24 months. This purchase volume represents approximately $220.55M 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: Capital Investment Advisory Services LLC ($4.19K), Truist Financial Corp ($3.71K), Orion Portfolio Solutions LLC ($2.74K), 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 11,043 shares in the last 24 months. This volume of shares sold represents approximately $614.63K in transactions.


This page (NYSEARCA:DCOR) was last updated on 7/27/2024 by MarketBeat.com Staff

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