DCOR Institutional Ownership
Dimensional - US Core Equity 1 ETF
1W: -0.3%
1M: -0.8%
3M: +1.4%
YTD: +13.0%
1Y: +16.3%
3Y: +78.5%
$83.59
+0.57 (+0.69%)
Weekly Expected Move ±1.7%
$81
$82
$84
$85
$86
Overview
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Holdings
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Institutional Ownership — DCOR
251
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
36
New Positions
122
Increased
64
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (259 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Pure Financial Advisors, LLC | 2,195,146 | $183M | -37,702 | -1.7% | 11Q | SEC ↗ |
| 2 | Bernicke Wealth Management, Ltd. | 1,978,011 | $165M | +20,048 | +1.0% | 3Q | SEC ↗ |
| 3 | BRIGHTON JONES LLC | 1,176,212 | $98M | +154,489 | +15.1% | 11Q | SEC ↗ |
| 4 | LRI Investments, LLC | 1,071,907 | $90M | +82,430 | +8.3% | 10Q | SEC ↗ |
| 5 | Your Advocates Ltd., LLP | 1,048,990 | $88M | -14,052 | -1.3% | 11Q | SEC ↗ |
| 6 | Quantum Financial Advisors, LLC | 894,764 | $75M | +63,441 | +7.6% | 6Q | SEC ↗ |
| 7 | Rather & Kittrell, Inc. | 726,297 | $61M | +54,641 | +8.1% | 11Q | SEC ↗ |
| 8 | Stratos Investment Management, LLC | 664,264 | $56M | +23,325 | +3.6% | 7Q | SEC ↗ |
| 9 | Foundations Investment Advisors, LLC | 624,972 | $52M | +30,958 | +5.2% | 4Q | SEC ↗ |
| 10 | MONOGRAPH WEALTH ADVISORS, LLC | 567,396 | $47M | +48,281 | +9.3% | 11Q | SEC ↗ |
| 11 | Private Advisor Group, LLC | 544,143 | $45M | -114,078 | -17.3% | 9Q | SEC ↗ |
| 12 | OneDigital Investment Advisors LLC | 540,704 | $45M | +23,748 | +4.6% | 10Q | SEC ↗ |
| 13 | Annandale Capital, LLC | 503,749 | $42M | +67,331 | +15.4% | 11Q | SEC ↗ |
| 14 | C2P Capital Advisory Group, LLC d.b.a. | 461,690 | $39M | -16,458 | -3.4% | 10Q | SEC ↗ |
| 15 | SC&H Financial Advisors, Inc. | 452,203 | $38M | +28,282 | +6.7% | 11Q | SEC ↗ |
| 16 | KFG WEALTH MANAGEMENT, LLC | 407,966 | $34M | -1,373 | -0.3% | 10Q | SEC ↗ |
| 17 | Keyes, Stange & Wooten Wealth Manageme | 405,324 | $34M | +22,880 | +6.0% | 11Q | SEC ↗ |
| 18 | BCO Wealth Management LLC | 405,069 | $34M | +6,869 | +1.7% | 7Q | SEC ↗ |
| 19 | GREAT OAK CAPITAL PARTNERS, LLC | 400,422 | $33M | +5,422 | +1.4% | 11Q | SEC ↗ |
| 20 | Hardy Reed LLC | 397,070 | $33M | +46,427 | +13.2% | 11Q | SEC ↗ |
| 21 | BEACON HILL WEALTH MANAGEMENT LTD. NEW | 347,773 | $29M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Betterment LLC | 341,912 | $29M | -1,210 | -0.4% | 10Q | SEC ↗ |
| 23 | Geneos Wealth Management Inc. | 341,244 | $29M | +10,943 | +3.3% | 7Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC | 336,503 | $28M | -4,201 | -1.2% | 8Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 336,258 | $28M | +40,878 | +13.8% | 12Q | SEC ↗ |
| 26 | OSAIC HOLDINGS, INC. | 330,075 | $28M | +138,887 | +72.6% | 10Q | SEC ↗ |
| 27 | RIVERCHASE WEALTH MANAGEMENT, LLC | 329,785 | $28M | +12,454 | +3.9% | 7Q | SEC ↗ |
| 28 | Cambridge Investment Research Advisors | 298,555 | $25M | +36,842 | +14.1% | 10Q | SEC ↗ |
| 29 | Vantage Point Financial LLC | 284,211 | $24M | -17,033 | -5.7% | 7Q | SEC ↗ |
| 30 | SageOak Financial, LLC | 271,900 | $23M | +1,707 | +0.6% | 7Q | SEC ↗ |
| 31 | Mariner, LLC | 268,947 | $22M | +31,550 | +13.3% | 9Q | SEC ↗ |
| 32 | Cypress Point Wealth Management, LLC | 249,842 | $21M | -3,714 | -1.5% | 11Q | SEC ↗ |
| 33 | Orion Porfolio Solutions, LLC | 231,715 | $19M | +7,555 | +3.4% | 12Q | SEC ↗ |
| 34 | Altiora Financial Group, LLC | 223,160 | $19M | +235 | +0.1% | 9Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 211,734 | $18M | +6,265 | +3.0% | 11Q | SEC ↗ |
| 36 | Amicus Financial Advisors, LLC | 194,121 | $16M | +128,741 | +196.9% | 3Q | SEC ↗ |
| 37 | Hutchens & Kramer Investment Managemen | 193,799 | $16M | -4,498 | -2.3% | 11Q | SEC ↗ |
| 38 | Gunpowder Capital Management, LLC dba | 178,804 | $15M | +27,430 | +18.1% | 3Q | SEC ↗ |
| 39 | DecisionPoint Financial, LLC | 166,389 | $14M | +879 | +0.5% | 11Q | SEC ↗ |
| 40 | Heritage Investment Group, Inc. | 162,743 | $14M | -5,493 | -3.3% | 7Q | SEC ↗ |
| 41 | Essential Planning, LLC. | 162,396 | $14M | +26,062 | +19.1% | 8Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 155,897 | $13M | -510 | -0.3% | 10Q | SEC ↗ |
| 43 | Morton Capital Management LLC/CA | 154,034 | $13M | -522 | -0.3% | 11Q | SEC ↗ |
| 44 | EverSource Wealth Advisors, LLC | 153,132 | $13M | -16,139 | -9.5% | 11Q | SEC ↗ |
| 45 | HEFFERNAN ADVISORY, INC | 151,842 | $13M | +3,979 | +2.7% | 3Q | SEC ↗ |
| 46 | PARK AVENUE SECURITIES LLC | 145,118 | $12M | +20,259 | +16.2% | 5Q | SEC ↗ |
| 47 | B&D White Capital Company, LLC | 140,042 | $12M | — | +0.0% | 5Q | SEC ↗ |
| 48 | M Holdings Securities, Inc. | 135,279 | $11M | -5,996 | -4.2% | 4Q | SEC ↗ |
| 49 | Aspen Capital Management, LLC | 128,126 | $11M | +10,286 | +8.7% | 6Q | SEC ↗ |
| 50 | Truepoint, Inc. | 123,898 | $10M | +541 | +0.4% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BEACON HILL WEALTH MANAGEMENT LTD. | 347,773 | $29M |
| TWO SIGMA INVESTMENTS, LP | 118,700 | $10M |
| Vise Technologies, Inc. | 86,550 | $7M |
| GOLDMAN SACHS GROUP INC | 76,235 | $6M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 64,941 | $5M |
| Global Retirement Partners, LLC | 51,976 | $4M |
| BROWN ADVISORY INC | 27,375 | $2M |
| Inspire Advisors, LLC | 17,202 | $1M |
| Evanson Financial, LLC | 15,350 | $1M |
| Apollon Financial, LLC | 12,859 | $1M |
| Shepherd Financial Partners LLC | 11,155 | $932K |
| Stratos Wealth Partners, LTD. | 10,789 | $902K |
| HRT FINANCIAL LP | 9,668 | $808K |
| Essex Financial Services, Inc. | 5,270 | $441K |
| XTX Topco Ltd | 4,687 | $392K |
| Argent Trust Co | 4,620 | $386K |
| CARY STREET PARTNERS INVESTMENT ADV | 4,531 | $379K |
| JNBA Financial Advisors | 4,051 | $339K |
| International Private Wealth Adviso | 3,842 | $321K |
| PRIVATE TRUST CO NA | 3,200 | $267K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Thrivent Financial for Lutherans | 134,300 | $11M |
| Austin Wealth Management, LLC | 75,440 | $6M |
| STAR Financial Bank | 27,695 | $2M |
| CITADEL ADVISORS LLC | 12,083 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 6,252 | $523K |
| Drucker Wealth 3.0, LLC | 3,809 | $318K |
| Baer Investment Advisory LLC | 3,639 | $304K |
| Warwick Investment Management, Inc. | 3,041 | $254K |
| ENTRUST FINANCIAL LLC | 2,594 | $217K |
| Blue Trust, Inc. | 1,410 | $118K |
| Rossby Financial, LCC | 979 | $82K |
| Vermillion & White Wealth Managemen | 498 | $42K |
| Turtle Creek Wealth Advisors, LLC | 167 | $14K |
| UBS Group AG | 62 | $5K |
| EXCHANGE TRADED CONCEPTS, LLC | 43 | $4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BRIGHTON JONES LLC | +154,489 | +15.1% | 1,176,212 |
| OSAIC HOLDINGS, INC. | +138,887 | +72.6% | 330,075 |
| Amicus Financial Advisors, LLC | +128,741 | +196.9% | 194,121 |
| LRI Investments, LLC | +82,430 | +8.3% | 1,071,907 |
| Annandale Capital, LLC | +67,331 | +15.4% | 503,749 |
| Quantum Financial Advisors, LLC | +63,441 | +7.6% | 894,764 |
| Rather & Kittrell, Inc. | +54,641 | +8.1% | 726,297 |
| MONOGRAPH WEALTH ADVISORS, LLC | +48,281 | +9.3% | 567,396 |
| Hardy Reed LLC | +46,427 | +13.2% | 397,070 |
| Simplicity Wealth,LLC | +42,203 | +239.2% | 59,845 |
| ENVESTNET ASSET MANAGEMENT INC | +40,878 | +13.8% | 336,258 |
| Selective Wealth Management, Inc. | +37,920 | +99.3% | 76,109 |
| Cambridge Investment Research Advis | +36,842 | +14.1% | 298,555 |
| Mariner, LLC | +31,550 | +13.3% | 268,947 |
| Foundations Investment Advisors, LL | +30,958 | +5.2% | 624,972 |
| SC&H Financial Advisors, Inc. | +28,282 | +6.7% | 452,203 |
| Gunpowder Capital Management, LLC d | +27,430 | +18.1% | 178,804 |
| Essential Planning, LLC. | +26,062 | +19.1% | 162,396 |
| BIP Wealth, LLC | +26,037 | +33.9% | 102,752 |
| LPL Financial LLC | +24,642 | +35.3% | 94,386 |