Dimensional US Core Eq 1 ETFDCORETF
13F holders, Q4 2024 (December 31)129holders +31
24new positions
5sold out
1famous investor
$64.20avg. 13F price*
At the end of Q4 2024, 129 institutions reported holding Dimensional US Core Eq 1 ETF (DCOR) in their 13F filings, up 31 from Q3 2024. 24 opened new positions and 5 sold out. The largest holders were Pure Financial Advisors, LLC ($135.7M), Great Valley Advisor Group, Inc. ($110.6M) and Your Advocates Ltd., LLP ($61.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $147.6M |
| Exits | 5 | $5.0M |
All 13F filers, Q3 2024 → Q4 2024: 4,727,121 shares bought and 135,605 shares sold, net +4,591,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Pure Financial Advisors, LLC | 3.09% | Add +6.4% | 2,115,303 | $135.7M |
| Great Valley Advisor Group, Inc. | 2.48% | New | 1,724,121 | $110.6M |
| Your Advocates Ltd., LLP | 24.51% | Reduce -0.0% | 961,121 | $61.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3.90% | Add +62.6% | 747,782 | $48.0M |
| Essential Planning, LLC. | 0.30% | Add +7558.5% | 717,679 | $46.7M |
| Monograph Wealth Advisors, LLC | 3.91% | Add +0.3% | 461,344 | $29.6M |
| Great Oak Capital Partners, LLC | 7.55% | Reduce -0.3% | 354,413 | $22.6M |
| Brighton Jones LLC | 0.65% | Add +42.3% | 349,827 | $22.4M |
| Rather & Kittrell, Inc. | 4.74% | Add +21.6% | 313,955 | $20.1M |
| BCO Wealth Management LLC | 16.42% | — | 307,807 | $19.7M |
| KFG Wealth Management, LLC | 3.48% | Add +39.7% | 289,988 | $18.6M |
| Keyes, Stange & Wooten Wealth Management, LLC | 10.55% | Add +3.6% | 279,094 | $17.9M |
| Geneos Wealth Management Inc. | 0.62% | New | 277,102 | $17.8M |
| Annandale Capital, LLC | 3.38% | Add +13.2% | 266,289 | $17.1M |
| Vantage Point Financial LLC | 9.11% | — | 263,351 | $16.9M |
| Betterment LLC | 0.04% | Add +1.5% | 256,060 | $16.4M |
| OneDigital Investment Advisors LLC | 0.19% | Add +48.7% | 252,171 | $16.2M |
| Integrated Wealth Concepts LLC | 0.18% | Add +5680.3% | 235,895 | $15.1M |
| Private Advisor Group, LLC | 0.08% | Add +728.1% | 218,359 | $14.0M |
| Hutchens & Kramer Investment Management Group, LLC | 7.06% | Add +10.5% | 202,595 | $13.0M |
| SageOak Financial, LLC | 11.87% | — | 202,447 | $13.0M |
| Sageworth Trust Co | 0.76% | Add +22.4% | 191,721 | $12.3M |
| Hardy Reed LLC | 1.06% | Add +9.4% | 186,739 | $12.0M |
| Riverchase Wealth Management, LLC | 8.45% | — | 176,059 | $11.3M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +13.8% | 170,943 | $11.0M |
| Orion Portfolio Solutions, LLC | 0.11% | Add +13.8% | 170,943 | $11.0M |
| Altiora Financial Group, LLC | 2.27% | Add +3.8% | 162,514 | $10.4M |
| SC&H Financial Advisors, Inc. | 1.73% | Add +108.2% | 130,293 | $8.4M |
| EverSource Wealth Advisors, LLC | 0.45% | Add +14.4% | 123,453 | $7.9M |
| Osaic Holdings, Inc. | 0.02% | Add +22.6% | 114,705 | $7.4M |
| Smartleaf Asset Management LLC | 0.73% | Reduce -3.6% | 112,016 | $7.2M |
| Cerity Partners LLC | 0.01% | New | 103,327 | $6.6M |
| Capital Investment Advisory Services, LLC | 0.58% | Reduce -4.8% | 94,625 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +31.2% | 93,325 | $6.0M |
| Sageworth Trust Co of South Dakota | 5.37% | Add +3.1% | 66,171 | $4.2M |
| Cypress Point Wealth Management, LLC | 1.30% | Add +18.6% | 65,220 | $4.2M |
| Copperleaf Capital, LLC | 2.62% | Add +1.9% | 64,532 | $4.1M |
| Cyndeo Wealth Partners, LLC | 0.28% | Add +3.2% | 63,879 | $4.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +18.5% | 60,848 | $3.9M |
| Farther Finance Advisors, LLC | 0.14% | Add +87.8% | 59,555 | $3.8M |
| Morton Capital Management LLC | 0.69% | Add +10.1% | 57,186 | $3.7M |
| Eldridge Investment Advisors, Inc. | 0.73% | Add +83.0% | 49,126 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -10.4% | 48,373 | $3.1M |
| Mariner, LLC | 0.01% | Add +81.4% | 48,194 | $3.1M |
| Townsquare Capital LLC | 0.03% | Add +0.5% | 43,862 | $2.8M |
| Archford Capital Strategies, LLC | 0.42% | New | 43,470 | $2.8M |
| Truepoint, Inc. | 0.07% | Add +91.5% | 42,720 | $2.7M |
| Wealthspire Advisors, LLC | 0.03% | Add +130.8% | 41,166 | $2.6M |
| FMB Wealth Management | 1.48% | Add +0.4% | 41,035 | $2.6M |
| Main Street Financial Solutions, LLC | 0.26% | Add +62.6% | 40,720 | $2.6M |
| Stratos Investment Management, LLC | 0.14% | New | 37,280 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +255.1% | 35,913 | $2.3M |
| Millstone Evans Group, LLC | 1.47% | — | 33,612 | $2.2M |
| Investment Advisory Group, LLC | 0.70% | Add +9.8% | 32,674 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +131.4% | 30,101 | $1.9M |
| CreativeOne Wealth, LLC | 0.06% | Add +4.9% | 28,082 | $1.8M |
| BIP Wealth, LLC | 0.12% | Add +65.2% | 27,878 | $1.8M |
| Goodman Financial Corp | 0.37% | Reduce -34.4% | 27,070 | $1.7M |
| RFG Advisory, LLC | 0.05% | Reduce -47.9% | 25,525 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +1.6% | 22,775 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.9% | 21,463 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +550.7% | 21,140 | $1.4M |
| Michael A. Dubis Financial Planning, LLC | 1.26% | — | 20,350 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +11.4% | 20,246 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.41% | Add +0.1% | 19,604 | $1.3M |
| Heritage Investment Group, Inc. | 0.22% | New | 18,755 | $1.2M |
| Strathmore Capital Advisors, Inc. | 0.81% | — | 17,283 | $1.1M |
| LRI Investments, LLC | 0.10% | Add +0.0% | 17,210 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +16.0% | 16,780 | $1.1M |
| Hemington Wealth Management | 0.26% | No change | 16,137 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +17.6% | 16,057 | $1.0M |
| Gould Asset Management LLC | 0.21% | Add +1.6% | 15,636 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Add +1.3% | 14,866 | $954K |
| LPL Financial LLC | 0.00% | New | 12,882 | $827K |
| Kathleen S. Wright Associates Inc. | 0.34% | Add +56.5% | 12,545 | $805K |
| Silver Oak Securities, Incorporated | 0.07% | Add +9.3% | 12,430 | $799K |
| Sax Wealth Advisors, LLC | 0.06% | Add +5.3% | 12,126 | $778K |
| Fiduciary Financial Group, LLC | 0.15% | New | 10,447 | $665K |
| RCS Financial Planning, LLC | 0.35% | Add +1.7% | 10,252 | $658K |
| STAR Financial Bank | 0.47% | New | 10,246 | $657K |
| Citadel Advisors | 0.00% | New | 10,162 | $652K |
| WPWealth LLP | 0.13% | Add +0.5% | 9,765 | $627K |
| Thrivent Financial for Lutherans | 0.00% | Add +201.5% | 9,623 | $617K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -2.4% | 8,826 | $566K |
| Wealth Advisors Northwest LLC | 0.37% | — | 8,483 | $544K |
| Firethorn Wealth Partners, LLC | 0.27% | Add +7.5% | 8,478 | $544K |
| Corient Private Wealth LP | 0.00% | Add +29.7% | 7,205 | $462K |
| Wealthstream Advisors, Inc. | 0.08% | Add +2.6% | 7,089 | $455K |
| MML Investors Services, LLC | 0.00% | New | 6,951 | $446K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -0.5% | 6,766 | $434K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 6,498 | $417K |
| Merit Financial Group, LLC | 0.01% | New | 6,288 | $403K |
| Foundation Wealth Management, LLC\PA | 0.19% | — | 6,242 | $400K |
| Signet Financial Management, LLC | 0.05% | Add +10.7% | 6,076 | $390K |
| Onyx Financial Advisors, LLC | 0.21% | Reduce -3.8% | 5,947 | $382K |
| Evanson Asset Management, LLC | 0.03% | New | 5,903 | $379K |
| IHT Wealth Management, LLC | 0.01% | New | 5,730 | $368K |
| Sprinkle Financial Consultants LLC | 0.25% | Add +7.5% | 5,655 | $363K |
| Avantax Advisory Services, Inc. | 0.00% | New | 5,447 | $349K |
| Northern Trust Corp. | 0.00% | New | 5,439 | $349K |
"% 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.