Dimensional US Core Equity 1 ETF $DCOR is BCO Wealth Management LLC’s 2nd Largest Position

BCO Wealth Management LLC lifted its holdings in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 5.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 392,164 shares of the company’s stock after acquiring an additional 19,677 shares during the quarter. Dimensional US Core Equity 1 ETF accounts for about 17.7% of BCO Wealth Management LLC’s investment portfolio, making the stock its 2nd biggest position. BCO Wealth Management LLC owned approximately 1.19% of Dimensional US Core Equity 1 ETF worth $28,875,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Avior Wealth Management LLC grew its stake in Dimensional US Core Equity 1 ETF by 3.9% during the 4th quarter. Avior Wealth Management LLC now owns 3,569 shares of the company’s stock valued at $263,000 after purchasing an additional 135 shares in the last quarter. Mustard Seed Financial LLC raised its position in shares of Dimensional US Core Equity 1 ETF by 4.6% in the 3rd quarter. Mustard Seed Financial LLC now owns 3,387 shares of the company’s stock valued at $244,000 after purchasing an additional 148 shares in the last quarter. Concord Wealth Partners raised its position in shares of Dimensional US Core Equity 1 ETF by 7.5% in the 3rd quarter. Concord Wealth Partners now owns 2,182 shares of the company’s stock valued at $157,000 after purchasing an additional 152 shares in the last quarter. Vermillion & White Wealth Management Group LLC boosted its stake in shares of Dimensional US Core Equity 1 ETF by 75.0% during the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 406 shares of the company’s stock valued at $29,000 after buying an additional 174 shares during the last quarter. Finally, StrongBox Wealth LLC boosted its stake in shares of Dimensional US Core Equity 1 ETF by 4.8% during the 3rd quarter. StrongBox Wealth LLC now owns 4,392 shares of the company’s stock valued at $316,000 after buying an additional 200 shares during the last quarter.

Dimensional US Core Equity 1 ETF Stock Performance

DCOR stock opened at $70.43 on Monday. The firm has a 50 day simple moving average of $74.75 and a 200-day simple moving average of $73.55. The company has a market capitalization of $2.39 billion, a P/E ratio of 21.81 and a beta of 1.05. Dimensional US Core Equity 1 ETF has a twelve month low of $52.85 and a twelve month high of $77.03.

Dimensional US Core Equity 1 ETF Company 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.