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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
   GREAT OAK CAPITAL PARTNERS LLC 6 - 2024-03-31 250,686 $14,703,000 80,443
   PURE FINANCIAL ADVISORS, INC. 40 - 2024-03-31 243,466 $14,279,000 95,733
   Orion Portfolio Solutions LLC 232 - 2024-03-31 138,187 $8,105,000 5,063
   BRIGHTON JONES LLC 59 - 2024-03-31 108,922 $6,388,000 47,435
   Rather & Kittrell Inc. 15 - 2024-03-31 106,274 $6,233,000 62,472
   Hardy Reed LLC 24 - 2024-03-31 72,062 $4,226,000 25,914
   Hutchens & Kramer Investment Management Group LLC 9 - 2024-03-31 61,358 $3,586,000 18,712
   RFG Advisory Group LLC 196 - 2024-03-31 39,793 $2,334,000 18,634
   Keyes Stange & Wooten Wealth Management LLC 8 - 2024-03-31 39,060 $2,291,000 35,299
   TOWNSQUARE CAPITAL LLC 400 - 2023-12-31 40,479 $2,165,000 34,257
   Cypress Point Wealth Management LLC 33 - 2024-03-31 23,688 $1,389,000 16,894
   Glass Jacobson Investment Advisors llc 74 - 2024-03-31 19,606 $1,150,000 64
   SC&H Financial Advisors Inc. 52 - 2024-03-31 18,732 $1,099,000 5,278
   COMMONWEALTH EQUITY SERVICES LLC. 2184 - 2024-03-31 17,980 $1,055,000 2,886
   Morton Capital Management LLC/CA 45 - 2024-03-31 13,004 $763,000 4,573
   GOULD ASSET MANAGEMENT LLC /CA/ 76 - 2024-03-31 11,113 $652,000 7,283
   WPWealth LLP 33 - 2023-12-31 11,119 $595,000 6,818
   Bromfield Sneider Wealth Advisors 30 - 2024-03-31 9,208 $540,000 7,973
   SILVER OAK SECURITIES Inc 219 - 2024-03-31 9,055 $531,000 2,459
   Ronald Blue Trust Inc. 800 - 2024-03-31 1,236 $72,000 1,025
   DecisionPoint Financial LLC 67 - 2024-03-31 1,203 $68,000 251
  21 Records found
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