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Dimensional US Core Equity 1 ETF (DCOR) Institutional Ownership

$58.17
-0.54 (-0.92%)
(As of 05/29/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$134.75M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$590.76K
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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
5/21/2024 LRI Investments LLC14,369$843K0.1%N/A0.175%
5/17/2024 Innealta Capital LLC3,460$203K0.1%N/A0.042%
5/16/2024 WPWealth LLP11,547$677K0.2%+3.8%0.141%
5/15/2024 LRI Investments LLC14,369$835K0.1%N/A0.175%
5/14/2024 CreativeOne Wealth LLC16,966$995K0.0%+88.3%0.207%
5/14/2024 Sax Wealth Advisors LLC8,684$509K0.1%+113.0%0.106%
5/10/2024 Truepoint Inc.6,101$358K0.0%N/A0.074%
5/9/2024 Brighton Jones LLC108,922$6.39M0.2%+77.1%1.396%
5/9/2024 Orion Portfolio Solutions LLC138,187$8.11M0.1%+3.8%1.772%
5/4/2024 Gould Asset Management LLC CA11,113$652K0.2%+190.2%0.142%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors14,376$843K0.1%N/A0.184%
5/2/2024 Hardy Reed LLC72,062$4.23M0.5%+56.2%0.924%
5/1/2024 DecisionPoint Financial LLC1,203$68K0.0%+26.4%0.015%
4/30/2024 J.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%
4/30/2024 Investment 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%
4/25/2024 Capital 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%
4/15/2024 Great 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%
4/10/2024 Bromfield Sneider Wealth Advisors9,208$540K0.3%+645.6%0.000%
2/26/2024 Great 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%
2/9/2024 Orion Portfolio Solutions LLC133,124$7.08M0.1%-2.0%0.000%
2/9/2024 EverSource Wealth Advisors LLC58,840$3.15M0.3%N/A0.000%
2/9/2024 CreativeOne Wealth LLC9,010$482K0.0%N/A0.000%
2/8/2024 Your Advocates Ltd. LLP1,062,348$56.81M22.9%N/A0.000%
2/5/2024 Brighton Jones LLC61,487$3.29M0.1%N/A0.000%
2/5/2024 Silver Oak Securities Incorporated6,596$353K0.0%N/A0.000%
2/2/2024 Truist Financial Corp48,287$2.58M0.0%-7.1%0.000%
2/2/2024 Rather & Kittrell Inc.43,802$2.34M0.8%N/A0.000%
2/2/2024 Gould Asset Management LLC CA3,830$205K0.1%N/A0.000%
2/1/2024 SC&H Financial Advisors Inc.13,454$719K0.2%N/A0.000%
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2/1/2024 Capital Investment Advisory Services LLC311,867$16.68M1.5%N/A0.000%
2/1/2024 CWM LLC1,697$91K0.0%N/A0.000%
1/31/2024 DecisionPoint Financial LLC952$51K0.0%N/A0.000%
1/26/2024 Hemington 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%
1/22/2024 Glass 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%
1/17/2024 Cypress 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%
11/1/2023 Orion Portfolio Solutions LLC135,867$6.55M0.1%N/A0.000%
10/12/2023 WPWealth 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, 42 institutional investors and hedge funds held shares of Dimensional US Core Equity 1 ETF. The most heavily invested institutionals were 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), Pure Financial Advisors LLC ($7.90M), Brighton Jones LLC ($6.39M), and Hardy Reed LLC ($4.23M).Learn more on DCOR's institutional investors.

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

Of the 41 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: Your Advocates Ltd. LLP ($1.06M), Capital Investment Advisory Services LLC ($311.87K), Great Oak Capital Partners LLC ($250.69K), Pure Financial Advisors LLC ($147.73K), Orion Portfolio Solutions LLC ($140.93K), Brighton Jones LLC ($108.92K), and Hutchens & Kramer Investment Management Group LLC ($61.36K).

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

Institutional investors have bought a total of 2,500,893 shares in the last 24 months. This purchase volume represents approximately $134.75M 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), and Orion Portfolio Solutions LLC ($2.74K).

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

Institutional investors have sold a total of 10,642 shares in the last 24 months. This volume of shares sold represents approximately $590.76K in transactions.


This page (NYSEARCA:DCOR) was last updated on 5/30/2024 by MarketBeat.com Staff

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