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Get Institutions for : 
Dimensional Us Core Equity 1 Etf (DCOR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 49    39
Total shares held : 
 2,844,137  
% of shares held : 
 31.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   37  
Amount of shares held : 
 2,448,946  
% of shares held change : 
   27.21%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
39
 2,419,410
 85.07%
 
Increased Positions :
3
 41,080
 1.44%
 
Unchanged Positions :
2
 103,761
 3.65%
 
Decreased Positions :
5
-11,544
-0.41%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MONOGRAPH WEALTH ADVISORS LLC 7 *New 2023-12-31 285,040 $15,243,000 285,040
   Betterment LLC 101 *New 2024-03-31 102,037 $5,984,000 102,037
   KEATING WEALTH MANAGEMENT LLC 7 *New 2024-03-31 87,760 $5,147,000 87,760
   Portfolio Strategies Inc. 24 *New 2024-03-31 72,062 $4,226,000 72,062
   Copperleaf Capital LLC 4 *New 2023-12-31 64,541 $3,451,000 64,541
   Annandale Capital LLC 38 *New 2023-12-31 63,166 $3,378,000 63,166
   EverSource Wealth Advisors LLC 83 *New 2023-12-31 58,840 $3,147,000 58,840
   SAGEWORTH TRUST CO 31 *New 2024-03-31 48,250 $2,830,000 48,250
   LINCOLN NATIONAL CORP 310 *New 2024-03-31 37,558 $2,203,000 37,558
   GOODMAN FINANCIAL CORP 34 *New 2024-03-31 33,008 $1,936,000 33,008
   ROYAL BANK OF CANADA 2691 *New 2023-12-31 31,046 $1,660,000 31,046
   Resources Investment Advisors Inc. 402 *New 2024-03-31 24,968 $1,464,000 24,968
   KFG WEALTH MANAGEMENT LLC 38 *New 2024-03-31 23,115 $1,356,000 23,115
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1529 *New 2024-03-31 22,650 $1,328,000 22,650
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 157 *New 2024-03-31 14,376 $843,000 14,376
   M HOLDINGS SECURITIES, INC. 133 *New 2023-12-31 14,369 $768,000 14,369
   RCS Financial Planning LLC 46 *New 2024-03-31 10,082 $591,000 10,082
   Sageworth Trust Co of South Dakota 37 *New 2024-03-31 8,378 $491,000 8,378
   Change Path LLC 381 *New 2023-12-31 9,010 $482,000 9,010
   EQIS CAPITAL MANAGEMENT, INC. 452 *New 2023-12-31 8,654 $463,000 8,654
   Dynamic Advisors Solutions LLC 638 *New 2024-03-31 7,357 $431,000 7,357
   TRUEPOINT, INC. 99 *New 2024-03-31 6,101 $358,000 6,101
   Advisor Group Holdings Inc. 3221 *New 2024-03-31 5,866 $344,000 5,866
   Investment Advisory Group LLC 113 *New 2024-03-31 5,334 $313,000 5,334
   DOLIVER CAPITAL ADVISORS INC 131 *New 2024-03-31 4,310 $253,000 4,310
   Kestra Advisory Services LLC 1965 *New 2023-12-31 4,588 $245,000 4,588
   FLOW TRADERS U.S. LLC 610 *New 2023-12-31 4,536 $243,000 4,536
   J.W. COLE ADVISORS INC. 769 *New 2024-03-31 4,079 $238,000 4,079
   SAX WEALTH ADVISORS LLC 176 *New 2023-12-31 4,077 $218,000 4,077
   Kathleen S. Wright Associates Inc. 101 *New 2024-03-31 3,546 $208,000 3,546
   FIFTH THIRD BANCORP 996 *New 2024-03-31 3,000 $176,000 3,000
   Nelson Van Denburg & Campbell Wealth Management Gr 774 *New 2024-03-31 2,775 $163,000 2,775
   Concord Wealth Partners 313 *New 2024-03-31 1,183 $69,000 1,183
   Aspire Private Capital LLC 337 *New 2024-03-31 309 $18,000 309
   FMR LLC 4642 *New 2023-12-31 21 $1,000 21
  35 Records found
  1    
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