Integrated Wealth Concepts LLC Makes New Investment in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR)

Integrated Wealth Concepts LLC bought a new stake in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 4,081 shares of the company’s stock, valued at approximately $258,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. DecisionPoint Financial LLC lifted its holdings in Dimensional US Core Equity 1 ETF by 44.0% in the second quarter. DecisionPoint Financial LLC now owns 1,732 shares of the company’s stock valued at $106,000 after buying an additional 529 shares during the period. Thrivent Financial for Lutherans bought a new stake in shares of Dimensional US Core Equity 1 ETF during the 3rd quarter valued at $202,000. CWM LLC lifted its stake in shares of Dimensional US Core Equity 1 ETF by 117.2% in the 3rd quarter. CWM LLC now owns 3,686 shares of the company’s stock valued at $233,000 after purchasing an additional 1,989 shares during the period. Sprinkle Financial Consultants LLC bought a new position in shares of Dimensional US Core Equity 1 ETF in the 2nd quarter worth $312,000. Finally, Phillips Financial Management LLC grew its stake in shares of Dimensional US Core Equity 1 ETF by 121.1% during the third quarter. Phillips Financial Management LLC now owns 5,030 shares of the company’s stock worth $319,000 after purchasing an additional 2,755 shares during the period.

Dimensional US Core Equity 1 ETF Trading Down 0.3 %

NYSEARCA:DCOR opened at $66.46 on Friday. Dimensional US Core Equity 1 ETF has a 1-year low of $52.33 and a 1-year high of $67.59. The firm has a market capitalization of $544.97 million, a price-to-earnings ratio of 20.18 and a beta of 1.11. The business’s 50-day moving average price is $65.34 and its two-hundred day moving average price is $62.21.

Dimensional US Core Equity 1 ETF Profile

The Dimensional US Core Equity 1 ETF (DCOR) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed to provide broad US equity exposure, seeking to provide long-term capital appreciation by tilting the weightings in the underlying stocks. DCOR was launched on Sep 12, 2023 and is issued by Dimensional.