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Dimensional US Core Equity 1 ETF
DCOR

Overview Fund Activity

129 hedge funds and large institutions have $918M invested in Dimensional US Core Equity 1 ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 15 reducing their positions, and 5 closing their positions.

Holders
129
Holders Change
+31
Holders Change %
+31.63%
% of All Funds
1.72%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
36
Increased
71
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GVAG
1
Great Valley Advisor Group
Delaware
$111M
2
EP
2
Essential Planning
New Hampshire
$46.7M
3
BWM
3
BCO Wealth Management
New Mexico
$19.7M
4
PCA
4
Prosperity Capital Advisors
Ohio
$48M
5
GWM
5
Geneos Wealth Management
Colorado
$17.8M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
RA
2
RFG Advisory
Alabama
$1.64M
3
GF
3
Goodman Financial
Texas
$1.74M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
Truist Financial
5
Truist Financial
North Carolina
$3.1M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
26
Orion Portfolio Solutions
Nebraska
$11M 170,943 +20,686 +14%
AFG
27
Altiora Financial Group
Ohio
$10.4M 162,514 +5,923 +4%
SHFA
28
SC&H Financial Advisors
Maryland
$8.36M 130,293 +67,698 +108%
EWA
29
EverSource Wealth Advisors
Alabama
$7.92M 123,453 +15,543 +14%
Osaic Holdings
30
Osaic Holdings
Arizona
$7.36M 114,705 +21,143 +23%
SAM
31
Smartleaf Asset Management
Massachusetts
$7.2M 112,016 -4,246 -4%
Cerity Partners
32
Cerity Partners
New York
$6.63M 103,327 +103,327 New
CIAS
33
Capital Investment Advisory Services
North Carolina
$6.07M 94,625 -4,761 -5%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$5.99M 93,325 +22,185 +31%
STCOSD
35
Sageworth Trust Company of South Dakota
South Dakota
$4.25M 66,171 +1,992 +3%
CPWM
36
Cypress Point Wealth Management
Texas
$4.18M 65,220 +10,220 +19%
CC
37
Copperleaf Capital
North Carolina
$4.14M 64,532 +1,181 +2%
CWP
38
Cyndeo Wealth Partners
Florida
$4.1M 63,879 +1,955 +3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$3.9M 60,848 +9,492 +18%
FFA
40
Farther Finance Advisors
California
$3.82M 59,555 +27,834 +88%
MCM
41
Morton Capital Management
California
$3.67M 57,186 +5,222 +10%
EIA
42
Eldridge Investment Advisors
New Hampshire
$3.15M 49,126 +22,279 +83%
Truist Financial
43
Truist Financial
North Carolina
$3.1M 48,373 -5,643 -10%
Mariner
44
Mariner
Kansas
$3.09M 48,194 +21,621 +81%
TC
45
TownSquare Capital
Utah
$2.81M 43,862 +203 +0.5%
ACS
46
Archford Capital Strategies
Illinois
$2.79M 43,470 +43,470 New
TI
47
Truepoint Inc
Ohio
$2.74M 42,720 +20,412 +92%
WANY
48
Wealthspire Advisors (New York)
New York
$2.64M 41,166 +23,334 +131%
FWM
49
FMB Wealth Management
California
$2.63M 41,035 +173 +0.4%
MSFS
50
Main Street Financial Solutions
Pennsylvania
$2.61M 40,720 +15,677 +63%
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