202,447 Shares in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) Purchased by SageOak Financial LLC

SageOak Financial LLC purchased a new position in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 202,447 shares of the company’s stock, valued at approximately $12,989,000. Dimensional US Core Equity 1 ETF makes up 11.9% of SageOak Financial LLC’s portfolio, making the stock its 3rd biggest holding. SageOak Financial LLC owned about 2.47% of Dimensional US Core Equity 1 ETF as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the business. Merit Financial Group LLC purchased a new stake in Dimensional US Core Equity 1 ETF during the 4th quarter valued at about $403,000. CWS Financial Advisors LLC purchased a new stake in Dimensional US Core Equity 1 ETF during the 4th quarter valued at about $266,000. LRI Investments LLC grew its position in Dimensional US Core Equity 1 ETF by 23.2% during the 3rd quarter. LRI Investments LLC now owns 17,208 shares of the company’s stock valued at $1,133,000 after purchasing an additional 3,240 shares during the last quarter. Integrated Wealth Concepts LLC purchased a new stake in Dimensional US Core Equity 1 ETF during the 3rd quarter valued at about $258,000. Finally, Morton Capital Management LLC CA grew its position in Dimensional US Core Equity 1 ETF by 10.0% during the 4th quarter. Morton Capital Management LLC CA now owns 57,186 shares of the company’s stock valued at $3,669,000 after purchasing an additional 5,222 shares during the last quarter.

Dimensional US Core Equity 1 ETF Stock Performance

Shares of DCOR stock opened at $61.44 on Wednesday. Dimensional US Core Equity 1 ETF has a one year low of $55.22 and a one year high of $67.59. The company’s 50-day moving average is $64.90 and its 200 day moving average is $64.53. The company has a market capitalization of $1.30 billion, a price-to-earnings ratio of 22.50 and a beta of 1.11.

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.