Dimensional US Core Eq 1 ETFDCORETF
13F holders, Q3 2024 (September 30)98holders +12
18new positions
5sold out
$63.33avg. 13F price*
At the end of Q3 2024, 98 institutions reported holding Dimensional US Core Eq 1 ETF (DCOR) in their 13F filings, up 12 from Q2 2024. 18 opened new positions and 5 sold out. The largest holders were Pure Financial Advisors, LLC ($125.9M), Your Advocates Ltd., LLP ($60.9M) and Monograph Wealth Advisors, LLC ($29.1M).
- Company
- Dimensional US Core Eq 1 ETF
- CUSIP
- 25434V625
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.7M |
| Exits | 5 | $5.8M |
All 13F filers, Q2 2024 → Q3 2024: 2,174,064 shares bought and 309,805 shares sold, net +1,864,259 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 98 holders
| Pure Financial Advisors, LLC | 3.02% | Add +25.8% | 1,988,104 | $125.9M |
| Your Advocates Ltd., LLP | 23.92% | Add +0.8% | 961,178 | $60.9M |
| Monograph Wealth Advisors, LLC | 3.79% | Add +38.5% | 460,079 | $29.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.48% | Add +264.9% | 459,802 | $29.1M |
| Great Oak Capital Partners, LLC | 7.78% | Add +4.9% | 355,365 | $22.5M |
| Keyes, Stange & Wooten Wealth Management, LLC | 10.13% | Add +4.3% | 269,417 | $17.1M |
| Rather & Kittrell, Inc. | 4.01% | Add +31.0% | 258,108 | $16.3M |
| Betterment LLC | 0.04% | Add +73.9% | 252,253 | $16.0M |
| Brighton Jones LLC | 0.59% | Add +49.1% | 245,781 | $15.6M |
| Annandale Capital, LLC | 2.98% | Add +32.5% | 235,330 | $14.9M |
| KFG Wealth Management, LLC | 2.86% | Add +532.8% | 207,615 | $13.2M |
| Hutchens & Kramer Investment Management Group, LLC | 6.38% | Add +164.1% | 183,416 | $11.5M |
| Hardy Reed LLC | 0.97% | Add +37.9% | 170,740 | $10.8M |
| OneDigital Investment Advisors LLC | 0.12% | Add +96.9% | 169,603 | $10.7M |
| Sageworth Trust Co | 0.59% | Add +58.5% | 156,606 | $9.9M |
| Altiora Financial Group, LLC | 2.19% | Add +10.5% | 156,591 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.09% | Add +2.1% | 150,257 | $9.5M |
| Orion Portfolio Solutions, LLC | 0.09% | Add +2.1% | 150,257 | $9.5M |
| Smartleaf Asset Management LLC | 0.89% | Add +6.5% | 116,262 | $7.3M |
| EverSource Wealth Advisors, LLC | 0.43% | Add +3.1% | 107,910 | $6.8M |
| Capital Investment Advisory Services, LLC | 0.60% | Reduce -53.8% | 99,386 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +4.7% | 93,562 | $5.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.2% | 71,140 | $4.5M |
| Sageworth Trust Co of South Dakota | 5.20% | Add +41.2% | 64,179 | $4.1M |
| Copperleaf Capital, LLC | 3.07% | Add +0.3% | 63,351 | $4.0M |
| SC&H Financial Advisors, Inc. | 0.87% | Add +81.2% | 62,595 | $4.0M |
| Cyndeo Wealth Partners, LLC | 0.27% | New | 61,924 | $3.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -40.0% | 60,000 | $3.8M |
| Cypress Point Wealth Management, LLC | 1.37% | Add +41.5% | 55,000 | $3.5M |
| Truist Financial Corp. | 0.01% | Add +1.6% | 54,016 | $3.4M |
| Morton Capital Management LLC | 0.65% | Add +92.0% | 51,964 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +26.7% | 51,356 | $3.3M |
| RFG Advisory, LLC | 0.09% | Add +7.6% | 49,024 | $3.1M |
| Townsquare Capital LLC | 0.03% | Add +5.4% | 43,659 | $2.8M |
| Goodman Financial Corp | 0.58% | No change | 41,262 | $2.6M |
| FMB Wealth Management | 1.46% | Add +30.1% | 40,862 | $2.6M |
| Farther Finance Advisors, LLC | 0.08% | Add +29.6% | 31,721 | $2.0M |
| Investment Advisory Group, LLC | 0.65% | Add +0.0% | 29,747 | $1.9M |
| Eldridge Investment Advisors, Inc. | 0.40% | New | 26,847 | $1.7M |
| CreativeOne Wealth, LLC | 0.06% | Add +77.1% | 26,759 | $1.7M |
| Mariner, LLC | 0.00% | Add +100.8% | 26,573 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +379.3% | 26,368 | $1.7M |
| Main Street Financial Solutions, LLC | 0.15% | Add +265.8% | 25,043 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +0.1% | 22,405 | $1.4M |
| Truepoint, Inc. | 0.04% | Add +32.3% | 22,308 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +64.6% | 20,469 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.41% | Reduce -1.1% | 19,584 | $1.2M |
| IFP Advisors, Inc | 0.04% | Add +142.0% | 18,178 | $1.2M |
| LRI Investments, LLC | 0.11% | Add +23.2% | 17,208 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | New | 17,832 | $1.1M |
| BIP Wealth, LLC | 0.07% | New | 16,877 | $1.1M |
| Hemington Wealth Management | 0.27% | Reduce -0.9% | 16,137 | $1.0M |
| Gould Asset Management LLC | 0.21% | Add +4.1% | 15,385 | $974K |
| Freedom Investment Management, Inc. | 0.07% | Add +8.0% | 14,678 | $930K |
| Mesirow Financial Investment Management, Inc. | 0.02% | New | 14,466 | $916K |
| Royal Bank of Canada | 0.00% | New | 13,735 | $870K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +89.6% | 13,659 | $865K |
| Park Avenue Securities LLC | 0.01% | New | 13,010 | $824K |
| Sax Wealth Advisors, LLC | 0.07% | Add +11.9% | 11,518 | $730K |
| Silver Oak Securities, Incorporated | 0.08% | Add +0.9% | 11,369 | $717K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.1% | 10,115 | $641K |
| RCS Financial Planning, LLC | 0.35% | No change | 10,082 | $639K |
| WPWealth LLP | 0.13% | Reduce -16.0% | 9,715 | $615K |
| Essential Planning, LLC. | 0.24% | New | 9,371 | $594K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +23.8% | 9,044 | $573K |
| Kathleen S. Wright Associates Inc. | 0.21% | Add +25.9% | 8,016 | $508K |
| Firethorn Wealth Partners, LLC | 0.25% | Add +74.6% | 7,890 | $500K |
| Wealthstream Advisors, Inc. | 0.08% | New | 6,911 | $438K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -20.1% | 6,803 | $431K |
| Onyx Financial Advisors, LLC | 0.21% | Add +0.0% | 6,180 | $391K |
| Corient Private Wealth LP | 0.00% | Add +3.7% | 5,556 | $352K |
| Signet Financial Management, LLC | 0.04% | New | 5,490 | $348K |
| Sprinkle Financial Consultants LLC | 0.24% | Add +0.3% | 5,259 | $333K |
| Jane Street Group, LLC | 0.00% | Reduce -81.0% | 5,136 | $325K |
| Phillips Financial Management, LLC | 0.02% | Add +121.1% | 5,030 | $319K |
| Doliver Advisors, LP | 0.07% | Reduce -0.2% | 4,270 | $270K |
| Allworth Financial LP | 0.00% | No change | 4,269 | $270K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.2% | 4,269 | $270K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -1.3% | 4,128 | $261K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,081 | $258K |
| Pathstone Holdings, LLC | 0.00% | Add +12.5% | 3,941 | $250K |
| Cwm, LLC | 0.00% | Add +117.2% | 3,686 | $233K |
| Drucker Wealth 3.0, LLC | 0.05% | New | 3,474 | $220K |
| Warwick Investment Management, Inc. | 0.05% | No change | 3,462 | $219K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.3% | 3,249 | $206K |
| Thrivent Financial for Lutherans | 0.00% | New | 3,192 | $202K |
| Avior Wealth Management, LLC | 0.01% | No change | 2,775 | $176K |
| GeoWealth Management, LLC | 0.00% | Add +1833.3% | 2,204 | $140K |
| Vermillion & White Wealth Management Group, LLC | 0.09% | Add +7.4% | 1,969 | $125K |
| Bank of Montreal | 0.00% | New | 1,749 | $110K |
| DecisionPoint Financial, LLC | 0.03% | Reduce -4.7% | 1,651 | $105K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 1,212 | $77K |
| Concord Wealth Partners | 0.01% | No change | 1,184 | $75K |
| Blue Trust, Inc. | 0.00% | Add +0.2% | 1,238 | $74K |
| Qube Research & Technologies Ltd | 0.00% | New | 800 | $51K |
| Global Trust Asset Management, LLC | 0.01% | No change | 500 | $32K |
| Voisard Asset Management Group, Inc. | 0.00% | New | 106 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 60 | $4K |
"% 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.