U.S. Core Equity 1 Portfolio ETF Class Shares
DCOR
129 hedge funds and large institutions have $918M invested in U.S. Core Equity 1 Portfolio ETF Class Shares 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.
4,226% more capital inflows, than outflows
Capital inflows: $376M | Capital outflows: $8.69M
620% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 5
373% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 15
42% more funds holding in top 10
Funds holding in top 10: 12 → 17 (+5)
32% more funds holding
Funds holding: 98 → 129 (+31)
29.84% more ownership
Funds ownership: 45.81% → 75.65% (+30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Great Valley Advisor Group
Wilmington,
Delaware
|
+$112M |
| 2 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$46.1M |
| 3 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$18.7M |
| 4 |
Geneos Wealth Management
Englewood,
Colorado
|
+$18M |
| 5 |
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.8M |
| 2 |
RFG Advisory
Birmingham,
Alabama
|
-$1.53M |
| 3 |
GF
Goodman Financial
Houston,
Texas
|
-$924K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$870K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$367K |
DCOR Hedge Fund Activity: Q4 2024 in Review
129 of the 7,614 institutional investors tracked by Wall St. Rank reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) for Q4 2024, worth a combined $918M — up 67% from $548M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new DCOR positions and 5 closed out — a net gain of 31 holders — while 71 added to existing stakes and 15 trimmed.
The largest buyer was Great Valley Advisor Group, opening a new position worth an estimated $112M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $3.8M sold.
- 129 institutional investors held U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) as of Q4 2024, up from 98 in Q3 2024.
- Funds reported $918M of U.S. Core Equity 1 Portfolio ETF Class Shares stock for Q4 2024, up 67% quarter-over-quarter.
- 36 funds opened new U.S. Core Equity 1 Portfolio ETF Class Shares positions in Q4 2024 and 5 closed out, a net change of +31 holders.
- The largest U.S. Core Equity 1 Portfolio ETF Class Shares buyer in Q4 2024 was Great Valley Advisor Group, an estimated $112M added.
- The largest U.S. Core Equity 1 Portfolio ETF Class Shares seller in Q4 2024 was Dimensional Fund Advisors, an estimated $3.8M sold.
Based on aggregated 13F filings for Q4 2024.