Dimensional US Core Eq 1 ETFDCORETF
13F holders, Q2 2024 (June 30)86holders +10
15new positions
4sold out
$59.52avg. 13F price*
At the end of Q2 2024, 86 institutions reported holding Dimensional US Core Eq 1 ETF (DCOR) in their 13F filings, up 10 from Q1 2024. 15 opened new positions and 4 sold out. The largest holders were Pure Financial Advisors, LLC ($94.1M), Your Advocates Ltd., LLP ($56.8M) and Great Oak Capital Partners, LLC ($20.0M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $20.0M |
| Exits | 4 | $7.0M |
All 13F filers, Q1 2024 → Q2 2024: 2,948,410 shares bought and 226,477 shares sold, net +2,721,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Pure Financial Advisors, LLC | 2.61% | Add +549.2% | 1,580,519 | $94.1M |
| Your Advocates Ltd., LLP | 23.85% | Add +2.8% | 954,004 | $56.8M |
| Great Oak Capital Partners, LLC | 7.51% | Add +35.1% | 338,689 | $20.0M |
| Monograph Wealth Advisors, LLC | 2.89% | Add +7.3% | 332,104 | $19.8M |
| Keyes, Stange & Wooten Wealth Management, LLC | 10.70% | Add +561.6% | 258,412 | $15.4M |
| Capital Investment Advisory Services, LLC | 1.32% | Reduce -30.1% | 215,078 | $12.8M |
| Rather & Kittrell, Inc. | 3.23% | Add +85.4% | 197,011 | $11.7M |
| Annandale Capital, LLC | 2.20% | Add +70.2% | 177,673 | $10.6M |
| Brighton Jones LLC | 0.32% | Add +51.3% | 164,837 | $9.8M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +6.5% | 147,204 | $8.8M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +6.5% | 147,204 | $8.8M |
| Betterment LLC | 0.02% | Add +42.2% | 145,061 | $8.6M |
| Altiora Financial Group, LLC | 2.03% | New | 141,735 | $8.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.83% | Add +776.5% | 126,005 | $7.5M |
| Hardy Reed LLC | 0.74% | Add +71.8% | 123,828 | $7.4M |
| Smartleaf Asset Management LLC | 1.07% | Add +8.6% | 109,181 | $6.5M |
| EverSource Wealth Advisors, LLC | 0.43% | Add +12.9% | 104,655 | $6.4M |
| Dimensional Fund Advisors LP | 0.00% | No change | 100,000 | $6.0M |
| Sageworth Trust Co | 0.37% | Add +104.8% | 98,820 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +1423.8% | 89,389 | $5.3M |
| Cerity Partners LLC | 0.01% | New | 87,974 | $5.2M |
| OneDigital Investment Advisors LLC | 0.06% | Add +245.0% | 86,150 | $5.1M |
| Hutchens & Kramer Investment Management Group, LLC | 2.28% | Add +13.2% | 69,454 | $4.1M |
| Copperleaf Capital, LLC | 3.01% | Reduce -2.6% | 63,189 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.1% | 59,680 | $3.6M |
| Truist Financial Corp. | 0.00% | Add +5.7% | 53,173 | $3.2M |
| RFG Advisory, LLC | 0.09% | Add +14.5% | 45,550 | $2.7M |
| Sageworth Trust Co of South Dakota | 3.97% | Add +442.4% | 45,446 | $2.7M |
| Townsquare Capital LLC | 0.03% | Add +28.0% | 41,412 | $2.5M |
| Goodman Financial Corp | 0.55% | Add +25.0% | 41,262 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +78.9% | 40,520 | $2.4M |
| Cypress Point Wealth Management, LLC | 1.10% | Add +64.1% | 38,881 | $2.3M |
| SC&H Financial Advisors, Inc. | 0.50% | Add +84.4% | 34,540 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +250.0% | 33,551 | $2.0M |
| KFG Wealth Management, LLC | 0.77% | Add +41.9% | 32,807 | $2.0M |
| FMB Wealth Management | 1.42% | Add +2.0% | 31,403 | $1.9M |
| Investment Advisory Group, LLC | 0.68% | Add +457.5% | 29,737 | $1.8M |
| Morton Capital Management LLC | 0.38% | Add +108.2% | 27,070 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 27,060 | $1.6M |
| Farther Finance Advisors, LLC | 0.07% | Add +861.9% | 24,470 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | New | 22,381 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.43% | Add +1.0% | 19,796 | $1.2M |
| Truepoint, Inc. | 0.03% | Add +176.5% | 16,867 | $1.0M |
| Hemington Wealth Management | 0.33% | No change | 16,287 | $969K |
| CreativeOne Wealth, LLC | 0.05% | Reduce -11.0% | 15,107 | $899K |
| Gould Asset Management LLC | 0.20% | Add +33.0% | 14,784 | $880K |
| LRI Investments, LLC | 0.09% | Reduce -2.8% | 13,968 | $831K |
| Freedom Investment Management, Inc. | 0.07% | Add +8.2% | 13,597 | $809K |
| Mariner, LLC | 0.00% | New | 13,232 | $788K |
| Kestra Advisory Services, LLC | 0.00% | Add +97.4% | 12,437 | $740K |
| WPWealth LLP | 0.17% | Add +0.1% | 11,560 | $688K |
| Silver Oak Securities, Incorporated | 0.10% | Add +24.4% | 11,262 | $670K |
| Sax Wealth Advisors, LLC | 0.06% | Add +18.5% | 10,294 | $613K |
| RCS Financial Planning, LLC | 0.35% | No change | 10,082 | $600K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -47.0% | 9,530 | $567K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +15.7% | 8,514 | $507K |
| Earned Wealth Advisors, LLC | 0.19% | New | 8,343 | $497K |
| IFP Advisors, Inc | 0.02% | Add +25.0% | 7,511 | $447K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 7,307 | $435K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +20.5% | 7,203 | $429K |
| Main Street Financial Solutions, LLC | 0.04% | New | 6,847 | $408K |
| Kathleen S. Wright Associates Inc. | 0.17% | Add +79.5% | 6,367 | $379K |
| Onyx Financial Advisors, LLC | 0.22% | No change | 6,179 | $368K |
| Private Advisor Group, LLC | 0.00% | New | 5,501 | $327K |
| Corient Private Wealth LP | 0.00% | New | 5,360 | $319K |
| Sprinkle Financial Consultants LLC | 0.25% | New | 5,246 | $312K |
| Firethorn Wealth Partners, LLC | 0.15% | New | 4,519 | $269K |
| Allworth Financial LP | 0.00% | Add +15.9% | 4,269 | $259K |
| Doliver Advisors, LP | 0.07% | Reduce -0.7% | 4,280 | $255K |
| JPMorgan Chase & Co. | 0.00% | Add +16.2% | 4,277 | $255K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +2.5% | 4,181 | $249K |
| Pathstone Holdings, LLC | 0.00% | No change | 3,503 | $208K |
| Warwick Investment Management, Inc. | 0.05% | No change | 3,462 | $206K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,775 | $165K |
| Phillips Financial Management, LLC | 0.01% | Add +1200.0% | 2,275 | $135K |
| Vermillion & White Wealth Management Group, LLC | 0.08% | Add +63.8% | 1,834 | $109K |
| DecisionPoint Financial, LLC | 0.04% | Add +44.0% | 1,732 | $106K |
| Cwm, LLC | 0.00% | No change | 1,697 | $101K |
| Blue Trust, Inc. | 0.00% | No change | 1,236 | $72K |
| Concord Wealth Partners | 0.01% | Add +0.1% | 1,184 | $70K |
| Innealta Capital, LLC | 0.02% | Reduce -69.2% | 1,067 | $64K |
| Global Trust Asset Management, LLC | 0.01% | New | 500 | $30K |
| Aspire Private Capital, LLC | 0.00% | Reduce -18.8% | 251 | $15K |
| UBS Group AG | 0.00% | New | 182 | $11K |
| GeoWealth Management, LLC | 0.00% | New | 114 | $7K |
| Hershey Financial Advisers, LLC | 0.00% | — | 50 | $3K |
"% 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.