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Dimensional US Core Equity 1 ETF (DCOR) Institutional Ownership

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$84.46 +0.03 (+0.04%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$84.45 -0.01 (-0.01%)
As of 10/13/2026 06:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR)

Number of
Institutional Buyers
(last 12 months)
157
Total
Institutional Inflows
(last 12 months)
$446.08M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$67.80M
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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
10/1/2026 Doliver Advisors LP2,990$247K0.1%N/A0.007%
9/23/2026Envestnet Asset Management Inc.336,258$27.57M0.0%+13.8%0.795%
9/9/2026Archford Capital Strategies LLC99,273$8.14M0.8%+1.5%0.246%
9/9/2026Integrated Wealth Concepts LLC336,503$27.59M0.2%-1.2%0.833%
9/9/2026XY Planning Network Inc.119,331$9.78M1.2%+12.3%0.295%
9/8/2026Allworth Financial LP67,138$5.50M0.0%+8.0%0.166%
8/23/2026HB Wealth Management LLC100,309$8.22M0.0%-2.3%0.248%
8/23/2026Hutchens & Kramer Investment Management Group LLC193,799$15.89M4.3%-2.3%0.480%
8/22/2026Beacon Hill Wealth Management LTD.347,773$28.51M19.8%N/A0.861%
8/22/2026Concurrent Investment Advisors LLC2,666$219K0.0%N/A0.007%
8/21/2026KFG Wealth Management LLC407,966$33.45M3.8%-0.3%1.010%
8/21/2026WorthPointe LLC78,812$6.46M1.6%-10.4%0.195%
8/21/2026Greenspring Advisors LLC7,175$588K0.0%-3.3%0.018%
8/7/2026Trust Co. of Vermont740$33K0.0%N/A0.002%
7/10/2026Fiduciary Financial Group LLC11,494$942K0.1%+2.5%0.029%
7/9/2026Ares Financial Consulting LLC1,634$134K0.1%+41.1%0.004%
7/9/2026CPA Asset Management Group LLC31,898$2.62M0.8%-71.2%0.080%
7/9/2026Sax Wealth Advisors LLC30,561$2.51M0.1%-10.3%0.077%
7/8/2026Colorado Capital Management Inc.8,020$657K0.2%+18.5%0.020%
7/8/2026Quantum Financial Advisors LLC894,764$73.35M6.4%+7.6%2.248%
7/8/2026Sprinkle Financial Consultants LLC9,995$819K0.3%+7.9%0.025%
7/8/2026Strategic Investment Solutions Inc. IL1,221$100K0.0%-44.9%0.003%
7/8/2026Apella Capital LLC14,808$1.22M0.0%-3.1%0.037%
7/8/2026Evanson Financial LLC15,350$1.26M0.1%N/A0.039%
5/18/2026EverSource Wealth Advisors LLC169,271$12.20M0.4%+0.5%0.451%
5/18/2026Royal Bank of Canada1,064$77K0.0%N/A0.003%
5/15/2026Broadhurst Jeffrey B3,200$231K0.2%N/A0.009%
5/14/2026B&D White Capital Company LLC140,042$10.09M1.2%-6.7%0.373%
5/14/2026Monograph Wealth Advisors LLC519,115$37.42M3.5%+9.0%1.384%
5/13/2026Cetera Investment Advisers5,923$427K0.0%-34.8%0.016%
5/6/2026Prospect Financial Group LLC113,445$8.18M7.5%-1.2%0.303%
5/6/2026Gould Asset Management LLC CA38,444$2.77M0.5%+17.2%0.103%
5/6/2026CPA Asset Management Group LLC110,675$7.98M2.7%+278.5%0.295%
5/5/2026Geneos Wealth Management Inc.330,301$23.81M0.6%+10.3%0.881%
5/5/2026Sigma Planning Corp16,109$1.16M0.0%+40.3%0.043%
5/4/2026Vantage Point Financial LLC301,244$21.71M7.6%+1.4%0.803%
5/1/2026Fifth Third Bancorp1,245$90K0.0%+2,729.5%0.003%
5/1/2026Simplicity Wealth LLC17,642$1.27M0.1%+305.2%0.047%
4/30/2026Kestra Advisory Services LLC84,199$6.07M0.0%+24.6%0.225%
4/30/2026Your Advocates Ltd. LLP1,063,042$76.62M23.4%+6.5%2.842%
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4/30/2026Sageworth Trust Co365,433$26.34M1.1%+6.4%0.977%
4/30/2026Sageworth Trust Co of South Dakota96,339$6.94M5.5%+0.4%0.258%
4/28/2026Hardy Reed LLC350,643$25.27M1.8%+6.3%0.943%
4/28/2026Brighton Jones LLC1,021,723$73.65M3.1%+17.4%2.747%
4/27/2026TCI Wealth Advisors Inc.69,649$5.02M0.3%+10.5%0.187%
4/27/2026HB Wealth Management LLC102,683$7.40M0.0%+0.4%0.276%
4/27/2026BIP Wealth LLC76,715$5.53M0.2%+26.0%0.206%
4/27/2026Baer Investment Advisory LLC3,639$262K0.0%N/A0.010%
4/27/2026Private Advisor Group LLC658,221$47.45M0.2%+10.5%1.769%
4/27/2026Heffernan Advisory Inc.147,863$10.66M9.9%+8.0%0.397%
4/25/2026Keybank National Association OH17,808$1.28M0.0%-22.1%0.048%
4/24/2026Root Financial Partners LLC8,924$643K0.0%N/A0.024%
4/22/2026First Financial Group Corp6,390$461K0.4%+16.3%0.017%
4/22/2026Foundry Financial LLC7,407$534K0.2%-74.0%0.020%
4/21/2026Topsail Wealth Management LLC3,187$230K0.0%N/A0.009%
4/21/2026KFG Wealth Management LLC409,339$29.51M3.8%+20.6%1.106%
4/21/2026Silver Oak Securities Incorporated11,694$843K0.1%-1.5%0.032%
4/20/2026Aspen Capital Management LLC117,840$8.49M2.1%+12.0%0.318%
4/20/2026Apella Capital LLC15,280$1.19M0.0%-3.2%0.041%
4/20/2026Riverchase Wealth Management LLC317,331$22.87M11.9%+8.1%0.858%
4/17/2026Krilogy Financial LLC15,084$1.16M0.0%-2.7%0.041%
4/17/2026Signal Advisors Wealth LLC17,337$1.25M0.1%+36.0%0.047%
4/17/2026AdvisorNet Financial Inc675$49K0.0%N/A0.002%
4/17/2026BCO Wealth Management LLC398,200$28.70M17.2%+1.5%1.076%
4/16/2026Sprinkle Financial Consultants LLC9,260$667K0.3%+65.7%0.025%
4/16/2026Triad Wealth Partners LLC33,051$2.38M0.2%+12.8%0.089%
3/12/2026Nalls Sherbakoff Group LLC4,379$322K0.2%N/A0.013%
3/5/2026Gunpowder Capital Management LLC dba Oliver Wealth Management117,823$8.68M6.8%N/A0.348%
3/4/2026Pure Financial Advisors LLC2,180,949$160.58M2.4%+0.9%6.433%
3/2/2026Amicus Financial Advisors LLC47,986$3.53M1.0%N/A0.142%
2/26/2026BDFS Capital LLC96,647$7.12M3.6%N/A0.285%
2/20/2026Capstone Wealth Management Inc.20,140$1.49M1.3%N/A0.059%
2/19/2026Claris Financial LLC4,780$352K0.2%N/A0.014%
2/18/2026Note Advisors LLC26,409$1.98M0.9%+11.6%0.078%
2/18/2026Beacon Pointe Advisors LLC39,625$2.92M0.0%+69.0%0.117%
2/18/2026EP Wealth Advisors LLC7,203$530K0.0%N/A0.021%
2/17/2026AQR Capital Management LLC23,616$1.74M0.0%N/A0.070%
2/17/2026Cetera Investment Advisers9,084$669K0.0%-73.1%0.027%
2/17/2026GeoWealth Management LLC40,898$3.01M0.1%+11.9%0.121%
2/17/2026Osaic Holdings Inc.268,918$19.80M0.0%+27.0%0.793%
2/17/2026Private Advisor Group LLC595,558$43.85M0.2%+12.8%1.757%
2/17/2026Gould Asset Management LLC CA32,807$2.42M0.4%+25.8%0.097%
2/16/2026STAR Financial Bank27,695$2.04M1.0%+14.4%0.082%
2/16/2026MML Investors Services LLC10,885$801K0.0%+89.5%0.032%
2/16/2026Mariner LLC181,872$13.39M0.0%+23.0%0.536%
2/16/2026Focus Partners Wealth43,306$3.19M0.0%+11.2%0.128%
2/16/2026Arax Advisory Partners2,855$210K0.0%N/A0.008%
2/16/2026B&D White Capital Company LLC150,023$11.05M1.3%+0.2%0.443%
2/13/2026CreativeOne Wealth LLC43,340$3.19M0.1%-11.7%0.128%
2/13/2026Kestra Advisory Services LLC67,576$4.98M0.0%+82.5%0.199%
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2/13/2026Burton Enright Welch45,128$3.32M0.5%N/A0.133%
2/13/2026Smartleaf Asset Management LLC115,425$8.56M0.3%+1.0%0.340%
2/13/2026Advyzon Investment Management LLC5,560$409K0.0%+40.8%0.016%
2/13/2026WPWealth LLP19,493$1.44M0.2%-2.3%0.058%
2/13/2026SageOak Financial LLC264,499$19.48M14.1%-2.1%0.780%
2/13/2026Integrated Wealth Concepts LLC339,118$24.97M0.3%+0.1%1.000%
2/13/2026marrick wealth LLC20,309$1.50M1.2%N/A0.060%
2/13/2026Monograph Wealth Advisors LLC476,246$35.07M3.4%+9.5%1.405%
2/13/2026Wealthspire Advisors LLC66,364$4.89M0.0%-20.4%0.196%
2/12/2026Orion Porfolio Solutions LLC217,705$16.03M0.1%+3.7%0.642%


DCOR Institutional Ownership - Frequently Asked Questions

During the previous two years, 224 institutional investors and hedge funds held shares of Dimensional US Core Equity 1 ETF. The most heavily invested institutionals were Pure Financial Advisors LLC ($160.58M), Great Valley Advisor Group Inc. ($110.62M), Your Advocates Ltd. LLP ($76.62M), Brighton Jones LLC ($73.65M), Quantum Financial Advisors LLC ($73.35M), LRI Investments LLC ($53.16M), and Private Advisor Group LLC ($47.45M).Learn more on Dimensional US Core Equity 1 ETF's institutional investors.

Of the 216 institutional investors that purchased Dimensional US Core Equity 1 ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Great Valley Advisor Group Inc. ($1.72M), Orion Porfolio Solutions LLC ($1.36M), Brighton Jones LLC ($856.89K), Essential Planning LLC. ($788.01K), LRI Investments LLC ($707.97K), Pure Financial Advisors LLC ($701.41K), and Stratos Investment Management LLC ($616.80K).

Institutional investors have bought a total of 6,061,451 shares in the last 24 months. This purchase volume represents approximately $446.08M in transactions.

Of the 60 institutional investors that sold Dimensional US Core Equity 1 ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors ($442.01K), Raymond James Financial Inc. ($101.75K), CPA Asset Management Group LLC ($78.78K), Private Advisor Group LLC ($36.71K), Cetera Investment Advisers ($27.80K), Mesirow Financial Investment Management Inc. ($23.07K), and Foundry Financial LLC ($21.13K).

Institutional investors have sold a total of 914,079 shares in the last 24 months. This volume of shares sold represents approximately $67.80M in transactions.



Institutional ownership data for NYSEARCA:DCOR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/1/2026. New 13F filings are added each quarter as they're published.
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