Dimensional US Core Eq 1 ETFDCORETF
13F holders, Q1 2024 (March 31)76holders
1famous investor
$58.58avg. 13F price*
At the end of Q1 2024, 76 institutions reported holding Dimensional US Core Eq 1 ETF (DCOR) in their 13F filings. The largest holders were Your Advocates Ltd., LLP ($54.4M), Monograph Wealth Advisors, LLC ($18.1M) and Capital Investment Advisory Services, LLC ($18.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dimensional US Core Eq 1 ETF
- CUSIP
- 25434V625
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $38.4M |
| Exits | 7 | $4.1M |
Ownership 76 holders
| Your Advocates Ltd., LLP | 22.98% | Reduce -12.7% | 927,805 | $54.4M |
| Monograph Wealth Advisors, LLC | 2.66% | Add +8.6% | 309,409 | $18.1M |
| Capital Investment Advisory Services, LLC | 1.93% | Reduce -1.3% | 307,679 | $18.0M |
| Great Oak Capital Partners, LLC | 6.53% | Add +47.3% | 250,686 | $14.7M |
| Pure Financial Advisors, LLC | 0.45% | Add +64.8% | 243,466 | $14.3M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +3.8% | 138,187 | $8.1M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +3.8% | 138,187 | $8.1M |
| Brighton Jones LLC | 0.23% | Add +77.2% | 108,922 | $6.4M |
| Rather & Kittrell, Inc. | 1.86% | Add +142.6% | 106,274 | $6.2M |
| Annandale Capital, LLC | 1.38% | Add +65.3% | 104,385 | $6.1M |
| Betterment LLC | 0.02% | New | 102,037 | $6.0M |
| Smartleaf Asset Management LLC | 1.14% | New | 100,548 | $5.9M |
| Dimensional Fund Advisors LP | 0.00% | No change | 100,000 | $5.9M |
| EverSource Wealth Advisors, LLC | 0.41% | Add +57.5% | 92,669 | $5.2M |
| Keating Wealth Management LLC | 3.09% | New | 87,760 | $5.1M |
| Hardy Reed LLC | 0.53% | Add +56.1% | 72,062 | $4.2M |
| Portfolio Strategies, Inc. | 0.29% | New | 72,062 | $4.2M |
| Copperleaf Capital, LLC | 3.29% | Add +0.6% | 64,898 | $3.8M |
| Hutchens & Kramer Investment Management Group, LLC | 2.12% | Add +43.9% | 61,358 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.1% | 52,752 | $3.1M |
| Truist Financial Corp. | 0.00% | Add +4.2% | 50,327 | $3.0M |
| Sageworth Trust Co | 0.18% | New | 48,250 | $2.8M |
| RFG Advisory, LLC | 0.08% | Add +88.1% | 39,793 | $2.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | 2.02% | Add +938.5% | 39,060 | $2.3M |
| Lincoln National Corp. | 0.03% | New | 37,558 | $2.2M |
| Goodman Financial Corp | 0.44% | New | 33,008 | $1.9M |
| Townsquare Capital LLC | 0.03% | Reduce -20.1% | 32,347 | $1.9M |
| FMB Wealth Management | 1.44% | Add +31.5% | 30,782 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | New | 24,968 | $1.5M |
| Cypress Point Wealth Management, LLC | 0.71% | Add +248.7% | 23,688 | $1.4M |
| KFG Wealth Management, LLC | 0.56% | New | 23,115 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | New | 22,650 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.43% | Add +0.3% | 19,606 | $1.1M |
| SC&H Financial Advisors, Inc. | 0.29% | Add +39.2% | 18,732 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +19.1% | 17,980 | $1.1M |
| CreativeOne Wealth, LLC | 0.04% | Add +88.3% | 16,966 | $995K |
| Hemington Wealth Management | 0.35% | No change | 16,287 | $956K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | New | 14,376 | $843K |
| LRI Investments, LLC | 0.21% | — | 14,369 | $843K |
| Morton Capital Management LLC | 0.21% | Add +54.2% | 13,004 | $763K |
| Freedom Investment Management, Inc. | 0.06% | Add +45.2% | 12,566 | $737K |
| WPWealth LLP | 0.17% | Add +3.9% | 11,547 | $677K |
| Gould Asset Management LLC | 0.16% | Add +190.2% | 11,113 | $652K |
| RCS Financial Planning, LLC | 0.36% | New | 10,082 | $591K |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.7% | 9,587 | $562K |
| Bromfield Sneider Wealth Advisors | 0.33% | Add +645.6% | 9,208 | $540K |
| Silver Oak Securities, Incorporated | 0.08% | Add +37.3% | 9,055 | $531K |
| Sax Wealth Advisors, LLC | 0.06% | Add +113.0% | 8,684 | $509K |
| Sageworth Trust Co of South Dakota | 0.76% | New | 8,378 | $491K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 7,357 | $431K |
| Citadel Advisors | 0.00% | Reduce -61.2% | 6,356 | $373K |
| Kestra Advisory Services, LLC | 0.00% | Add +37.3% | 6,299 | $369K |
| Onyx Financial Advisors, LLC | 0.22% | Add +0.0% | 6,179 | $362K |
| Truepoint, Inc. | 0.01% | New | 6,101 | $358K |
| IFP Advisors, Inc | 0.02% | New | 6,007 | $352K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 5,976 | $350K |
| Osaic Holdings, Inc. | 0.00% | New | 5,866 | $344K |
| Investment Advisory Group, LLC | 0.13% | New | 5,334 | $313K |
| Doliver Advisors, LP | 0.07% | New | 4,310 | $253K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,079 | $238K |
| Allworth Financial LP | 0.00% | No change | 3,682 | $216K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,682 | $216K |
| Kathleen S. Wright Associates Inc. | 0.10% | New | 3,546 | $208K |
| Pathstone Holdings, LLC | 0.00% | New | 3,503 | $205K |
| Warwick Investment Management, Inc. | 0.05% | New | 3,462 | $203K |
| Innealta Capital, LLC | 0.09% | New | 3,460 | $203K |
| Fifth Third Bancorp | 0.00% | New | 3,000 | $176K |
| Avior Wealth Management, LLC | 0.01% | New | 2,775 | $163K |
| Farther Finance Advisors, LLC | 0.01% | New | 2,544 | $149K |
| Cwm, LLC | 0.00% | No change | 1,697 | $100K |
| Blue Trust, Inc. | 0.00% | Add +485.8% | 1,236 | $72K |
| Concord Wealth Partners | 0.01% | New | 1,183 | $69K |
| DecisionPoint Financial, LLC | 0.03% | Add +26.4% | 1,203 | $68K |
| Vermillion & White Wealth Management Group, LLC | 0.05% | New | 1,120 | $66K |
| Aspire Private Capital, LLC | 0.00% | New | 309 | $18K |
| Phillips Financial Management, LLC | 0.00% | No change | 175 | $10K |
"% of holder's portfolio" is DCOR's weight in each manager's 13F, not the share of Dimensional US Core Eq 1 ETF the manager owns.