Dimensional US Core Equity 1 ETF $DCOR Shares Bought by LRI Investments LLC

LRI Investments LLC grew its stake in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 14.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 721,936 shares of the company’s stock after acquiring an additional 90,552 shares during the period. Dimensional US Core Equity 1 ETF accounts for approximately 3.7% of LRI Investments LLC’s holdings, making the stock its 3rd largest position. LRI Investments LLC’s holdings in Dimensional US Core Equity 1 ETF were worth $53,156,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of DCOR. Heffernan Advisory Inc. bought a new stake in Dimensional US Core Equity 1 ETF during the fourth quarter worth about $10,077,000. Sageworth Trust Co grew its stake in Dimensional US Core Equity 1 ETF by 13.4% in the fourth quarter. Sageworth Trust Co now owns 343,348 shares of the company’s stock valued at $25,281,000 after purchasing an additional 40,692 shares in the last quarter. Morton Capital Management LLC CA increased its position in shares of Dimensional US Core Equity 1 ETF by 9.4% during the 4th quarter. Morton Capital Management LLC CA now owns 139,272 shares of the company’s stock worth $10,255,000 after purchasing an additional 11,910 shares during the last quarter. Riverchase Wealth Management LLC increased its position in shares of Dimensional US Core Equity 1 ETF by 5.9% during the 4th quarter. Riverchase Wealth Management LLC now owns 293,569 shares of the company’s stock worth $21,615,000 after purchasing an additional 16,313 shares during the last quarter. Finally, Cypress Point Wealth Management LLC raised its stake in shares of Dimensional US Core Equity 1 ETF by 3.4% during the 4th quarter. Cypress Point Wealth Management LLC now owns 236,146 shares of the company’s stock worth $17,387,000 after purchasing an additional 7,756 shares in the last quarter.

Dimensional US Core Equity 1 ETF Trading Up 0.6%

NYSEARCA DCOR opened at $80.11 on Friday. Dimensional US Core Equity 1 ETF has a 12 month low of $61.48 and a 12 month high of $80.26. The stock has a 50 day moving average of $75.04 and a 200-day moving average of $74.41. The company has a market cap of $3.00 billion, a PE ratio of 21.81 and a beta of 0.99.

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.