Geneos Wealth Management Inc. Sells 8,812 Shares of Dimensional US Core Equity 1 ETF $DCOR

Geneos Wealth Management Inc. reduced its stake in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 2.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 299,530 shares of the company’s stock after selling 8,812 shares during the period. Geneos Wealth Management Inc.’s holdings in Dimensional US Core Equity 1 ETF were worth $22,054,000 at the end of the most recent reporting period.

Other institutional investors also recently bought and sold shares of the company. EverSource Wealth Advisors LLC raised its stake in Dimensional US Core Equity 1 ETF by 21.3% in the third quarter. EverSource Wealth Advisors LLC now owns 160,285 shares of the company’s stock worth $11,531,000 after buying an additional 28,144 shares in the last quarter. SC&H Financial Advisors Inc. raised its stake in Dimensional US Core Equity 1 ETF by 13.8% in the third quarter. SC&H Financial Advisors Inc. now owns 372,394 shares of the company’s stock worth $26,790,000 after buying an additional 45,056 shares in the last quarter. Essential Planning LLC. raised its stake in Dimensional US Core Equity 1 ETF by 58.9% in the third quarter. Essential Planning LLC. now owns 71,515 shares of the company’s stock worth $5,145,000 after buying an additional 26,501 shares in the last quarter. Copperleaf Capital LLC raised its stake in Dimensional US Core Equity 1 ETF by 9.9% in the third quarter. Copperleaf Capital LLC now owns 76,009 shares of the company’s stock worth $5,468,000 after buying an additional 6,860 shares in the last quarter. Finally, Hardy Reed LLC raised its stake in Dimensional US Core Equity 1 ETF by 5.5% in the third quarter. Hardy Reed LLC now owns 297,772 shares of the company’s stock worth $21,422,000 after buying an additional 15,494 shares in the last quarter.

Dimensional US Core Equity 1 ETF Price Performance

DCOR stock opened at $77.95 on Friday. Dimensional US Core Equity 1 ETF has a 1 year low of $58.48 and a 1 year high of $78.43. The company has a market cap of $2.90 billion, a P/E ratio of 21.81 and a beta of 1.01. The firm has a 50-day moving average of $74.55 and a 200 day moving average of $73.97.

Dimensional US Core Equity 1 ETF Company Profile

The Dimensional US Core Equity 1 ETF (DCOR) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed to provide broad US equity exposure, seeking to provide long-term capital appreciation by tilting the weightings in the underlying stocks. DCOR was launched on Sep 12, 2023 and is issued by Dimensional.