CPA Asset Management Group LLC Trims Position in Dimensional US Core Equity 1 ETF $DCOR

CPA Asset Management Group LLC trimmed its position in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 71.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 31,898 shares of the company’s stock after selling 78,777 shares during the period. Dimensional US Core Equity 1 ETF accounts for 0.8% of CPA Asset Management Group LLC’s portfolio, making the stock its 23rd largest holding. CPA Asset Management Group LLC’s holdings in Dimensional US Core Equity 1 ETF were worth $2,615,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Colorado Capital Management Inc. lifted its stake in shares of Dimensional US Core Equity 1 ETF by 18.5% during the 2nd quarter. Colorado Capital Management Inc. now owns 8,020 shares of the company’s stock valued at $657,000 after buying an additional 1,254 shares in the last quarter. Quantum Financial Advisors LLC increased its stake in Dimensional US Core Equity 1 ETF by 7.6% in the 2nd quarter. Quantum Financial Advisors LLC now owns 894,764 shares of the company’s stock worth $73,353,000 after buying an additional 63,441 shares in the last quarter. Sprinkle Financial Consultants LLC raised its holdings in Dimensional US Core Equity 1 ETF by 7.9% during the second quarter. Sprinkle Financial Consultants LLC now owns 9,995 shares of the company’s stock valued at $819,000 after acquiring an additional 735 shares during the period. Evanson Financial LLC bought a new stake in Dimensional US Core Equity 1 ETF during the second quarter valued at about $1,258,000. Finally, EverSource Wealth Advisors LLC lifted its position in shares of Dimensional US Core Equity 1 ETF by 0.5% in the first quarter. EverSource Wealth Advisors LLC now owns 169,271 shares of the company’s stock valued at $12,201,000 after acquiring an additional 841 shares in the last quarter.

Dimensional US Core Equity 1 ETF Price Performance

NYSEARCA DCOR opened at $85.19 on Monday. The firm has a market cap of $3.44 billion, a price-to-earnings ratio of 21.81 and a beta of 0.97. The business has a 50-day moving average price of $82.11 and a 200-day moving average price of $78.28. Dimensional US Core Equity 1 ETF has a twelve month low of $68.43 and a twelve month high of $85.57.

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.