Phillips Financial Management LLC Has $364,000 Stock Position in Dimensional US Core Equity 1 ETF $DCOR

Phillips Financial Management LLC boosted its holdings in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 11.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,440 shares of the company’s stock after buying an additional 569 shares during the period. Phillips Financial Management LLC’s holdings in Dimensional US Core Equity 1 ETF were worth $364,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Envestnet Asset Management Inc. grew its stake in shares of Dimensional US Core Equity 1 ETF by 16.9% in the 1st quarter. Envestnet Asset Management Inc. now owns 109,082 shares of the company’s stock valued at $6,690,000 after buying an additional 15,757 shares in the last quarter. LPL Financial LLC grew its stake in shares of Dimensional US Core Equity 1 ETF by 87.1% in the 1st quarter. LPL Financial LLC now owns 24,108 shares of the company’s stock valued at $1,479,000 after buying an additional 11,226 shares in the last quarter. IFP Advisors Inc grew its stake in shares of Dimensional US Core Equity 1 ETF by 5.7% in the 2nd quarter. IFP Advisors Inc now owns 22,264 shares of the company’s stock valued at $1,488,000 after buying an additional 1,198 shares in the last quarter. Divergent Planning LLC bought a new stake in shares of Dimensional US Core Equity 1 ETF in the 2nd quarter valued at approximately $280,000. Finally, Archford Capital Strategies LLC increased its holdings in shares of Dimensional US Core Equity 1 ETF by 134.5% during the 1st quarter. Archford Capital Strategies LLC now owns 101,944 shares of the company’s stock valued at $6,252,000 after acquiring an additional 58,474 shares during the last quarter.

Dimensional US Core Equity 1 ETF Stock Performance

Shares of NYSEARCA DCOR opened at $72.27 on Wednesday. The firm has a market cap of $2.20 billion, a price-to-earnings ratio of 21.81 and a beta of 1.11. The business’s 50-day simple moving average is $71.07 and its 200-day simple moving average is $66.56. Dimensional US Core Equity 1 ETF has a 52 week low of $52.85 and a 52 week high of $72.66.

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.