136,859 Shares in Dimensional US Core Equity 1 ETF $DCOR Purchased by Heffernan Advisory Inc.

Heffernan Advisory Inc. acquired a new position in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 136,859 shares of the company’s stock, valued at approximately $10,077,000. Dimensional US Core Equity 1 ETF accounts for approximately 9.6% of Heffernan Advisory Inc.’s investment portfolio, making the stock its 3rd biggest position. Heffernan Advisory Inc. owned approximately 0.41% of Dimensional US Core Equity 1 ETF as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the stock. Avior Wealth Management LLC grew its position in shares of Dimensional US Core Equity 1 ETF by 3.9% during the 4th quarter. Avior Wealth Management LLC now owns 3,569 shares of the company’s stock worth $263,000 after buying an additional 135 shares during the period. Mustard Seed Financial LLC lifted its stake in Dimensional US Core Equity 1 ETF by 4.0% in the 4th quarter. Mustard Seed Financial LLC now owns 3,523 shares of the company’s stock valued at $259,000 after acquiring an additional 136 shares in the last quarter. Concord Wealth Partners lifted its stake in Dimensional US Core Equity 1 ETF by 7.5% in the 3rd quarter. Concord Wealth Partners now owns 2,182 shares of the company’s stock valued at $157,000 after acquiring an additional 152 shares in the last quarter. Vermillion & White Wealth Management Group LLC lifted its stake in Dimensional US Core Equity 1 ETF by 75.0% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 406 shares of the company’s stock valued at $29,000 after acquiring an additional 174 shares in the last quarter. Finally, Fiduciary Financial Group LLC lifted its stake in Dimensional US Core Equity 1 ETF by 4.0% in the 4th quarter. Fiduciary Financial Group LLC now owns 10,761 shares of the company’s stock valued at $792,000 after acquiring an additional 415 shares in the last quarter.

Dimensional US Core Equity 1 ETF Stock Performance

NYSEARCA DCOR opened at $80.11 on Friday. The stock has a market capitalization of $3.00 billion, a price-to-earnings ratio of 21.81 and a beta of 0.99. The stock’s 50 day moving average price is $75.04 and its two-hundred day moving average price is $74.41. Dimensional US Core Equity 1 ETF has a 52 week low of $61.48 and a 52 week high of $80.26.

About Dimensional US Core Equity 1 ETF

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.