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Disclosery

DCOR DIMENSIONAL ETF TRUST

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US COR EQU 1 ETF (fund)

130 managers (130 13F filers) reported a position in DCOR shares at 2024-12-31, 14,297,102 shares in all. 24 filers opened a position and 5 filers sold out during the quarter.

Managers
130
13F filers
130
New
24
Added
71
Reduced
15
Sold out
5
Shares held by filers
14,297,102

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pure Financial Advisors, LLC2,115,303$136M3.09%+127,19913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,724,121$111M2.48%new13F-HRTimelineGroup
Your Advocates Ltd., LLP961,121$61.7M24.51%-5713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …747,782$48M3.9%+287,98013F-HR/ATimeline
Essential Planning, LLC.717,679$46.7M0.3%+708,30813F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC461,344$29.6M3.91%+1,26513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC354,413$22.6M7.55%-95213F-HRTimeline
BRIGHTON JONES LLC349,827$22.4M0.65%+104,04613F-HR/ATimeline
Rather & Kittrell, Inc.313,955$20.1M4.74%+55,84713F-HRTimeline
BCO Wealth Management LLC307,807$19.7M16.42%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC289,988$18.6M3.48%+82,37313F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…279,094$17.9M10.55%+9,67713F-HRTimeline
Geneos Wealth Management Inc.277,102$17.8M0.62%new13F-HRTimeline
Annandale Capital, LLC266,289$17.1M3.38%+30,95913F-HRTimeline
Vantage Point Financial LLC263,351$16.9M9.11%13F-HRTimeline
Betterment LLC256,060$16.4M0.04%+3,80713F-HRTimeline
OneDigital Investment Advisors LLC252,171$16.2M0.19%+82,56813F-HRTimeline
Integrated Wealth Concepts LLC235,895$15.1M0.18%+231,81413F-HRTimeline
Private Advisor Group, LLC218,359$14M0.08%+191,99113F-HRTimeline
Hutchens & Kramer Investment Management…202,595$13M7.06%+19,17913F-HRTimeline
SageOak Financial, LLC202,447$13M11.87%13F-HRTimeline
Sageworth Trust Co191,721$12.3M0.76%+35,11513F-HRTimeline
Hardy Reed LLC186,739$12M1.06%+15,99913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC176,059$11.3M8.45%13F-HRTimeline
Orion Porfolio Solutions, LLC170,943$11M0.11%+20,68613F-HRTimeline
Orion Portfolio Solutions, LLC170,943$11M0.11%+20,68613F-HRTimeline
Altiora Financial Group, LLC162,514$10.4M2.27%+5,92313F-HRTimeline
SC&H Financial Advisors, Inc.130,293$8.36M1.73%+67,69813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…123,453$7.92M0.45%+15,54313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,705$7.36M0.02%+21,14313F-HR/ATimelineGroup
Smartleaf Asset Management LLC112,016$7.2M0.73%-4,24613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC103,327$6.63M0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…94,625$6.07M0.58%-4,76113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,325$5.99M<0.01%+22,18513F-HRTimelineGroup
Sageworth Trust Co of South Dakota66,171$4.25M5.37%+1,99213F-HRTimeline
Cypress Point Wealth Management, LLC65,220$4.18M1.3%+10,22013F-HRTimeline
Copperleaf Capital, LLC64,532$4.14M2.62%+1,18113F-HRTimeline
Cyndeo Wealth Partners, LLC63,879$4.1M0.28%+1,95513F-HRTimeline
Cambridge Investment Research Advisors,…60,848$3.9M0.01%+9,49213F-HRTimeline
Farther Finance Advisors, LLC59,555$3.82M0.14%+27,83413F-HRTimeline
Morton Capital Management LLC/CA57,186$3.67M0.69%+5,22213F-HRTimeline
Eldridge Investment Advisors, Inc.49,126$3.15M0.73%+22,27913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP48,373$3.1M<0.01%-5,64313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC48,194$3.09M0.01%+21,62113F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC43,862$2.81M0.03%+20313F-HRTimeline
Archford Capital Strategies, LLC43,470$2.79M0.42%new13F-HRTimeline
Truepoint, Inc.42,720$2.74M0.07%+20,41213F-HRTimeline
Wealthspire Advisors, LLC41,166$2.64M0.03%+23,33413F-HRTimeline
FMB WEALTH MANAGEMENT41,035$2.63M1.48%+17313F-HRTimeline
Main Street Financial Solutions, LLC40,720$2.61M0.26%+15,67713F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.37,280$2.39M0.14%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,913$2.3M<0.01%+25,79813F-HRTimeline
Millstone Evans Group, LLC33,612$2.16M1.47%13F-HRTimeline
Investment Advisory Group, LLC32,674$2.1M0.7%+2,92713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,101$1.93M0.02%+17,09113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,082$1.8M0.06%+1,32313F-HRTimelineGroup
BIP Wealth, LLC27,878$1.79M0.12%+11,00113F-HRTimeline
Goodman Financial Corp27,070$1.74M0.37%-14,19213F-HRTimeline
RFG Advisory, LLC25,525$1.64M0.05%-23,49913F-HRTimeline
Modera Wealth Management, LLC22,775$1.46M0.02%+37013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,463$1.38M0.01%+99413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,140$1.36M<0.01%+17,89113F-HRTimelineGroup
Michael A. Dubis Financial Planning, LLC20,350$1.31M1.26%13F-HRTimeline
IFP Advisors, Inc20,246$1.3M0.04%+2,06813F-HRTimeline
Glass Jacobson Investment Advisors llc19,604$1.26M0.41%+2013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Heritage Investment Group, Inc.18,755$1.2M0.22%new13F-HRTimeline
Strathmore Capital Advisors, Inc.17,283$1.11M0.81%13F-HRTimeline
LRI Investments, LLC17,210$1.1M0.11%+213F-HRTimeline
Mesirow Financial Investment Management…16,780$1.08M0.02%+2,31413F-HRTimeline
Hemington Wealth Management16,137$1.03M0.26%013F-HRTimeline
Financial Engines Advisors L.L.C.16,057$1.03M<0.01%+2,39813F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/15,636$1M0.21%+25113F-HRTimeline
Freedom Investment Management, Inc.14,866$954K0.08%+18813F-HRTimeline
LPL Financial LLC12,882$827K<0.01%new13F-HRTimeline
Kathleen S. Wright Associates Inc.12,545$805K0.34%+4,52913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,430$799K0.07%+1,06113F-HRTimeline
SAX WEALTH ADVISORS, LLC12,126$778K0.06%+60813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,447$665K0.15%new13F-HRTimeline
RCS Financial Planning, LLC10,252$658K0.35%+17013F-HRTimeline
STAR Financial Bank10,246$657K0.47%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,162$652K<0.01%new13F-HRTimelineGroup
WPWealth LLP9,765$627K0.13%+5013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,623$617K<0.01%+6,43113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC8,826$566K0.02%-21813F-HRTimeline
Wealth Advisors Northwest LLC8,483$544K0.37%13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC8,478$544K0.27%+58813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,205$462K<0.01%+1,64913F-HRTimelineGroup
Wealthstream Advisors, Inc.7,089$455K0.08%+17813F-HRTimeline
MML INVESTORS SERVICES, LLC6,951$446K<0.01%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,766$434K0.02%-3713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,498$417K<0.01%new13F-HR/ATimeline
Merit Financial Group, LLC6,288$403K0.01%new13F-HRTimeline
Foundation Wealth Management, LLC\PA6,242$400K0.19%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC6,076$390K0.05%+58613F-HRTimeline
Onyx Financial Advisors, LLC5,947$382K0.21%-23313F-HRTimeline
Evanson Asset Management, LLC5,903$379K0.03%new13F-HRTimeline
IHT Wealth Management, LLC5,730$368K0.01%new13F-HRTimeline
Sprinkle Financial Consultants LLC5,655$363K0.25%+39613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,447$349K<0.01%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,439$349K<0.01%new13F-HRTimelineGroup
Note Advisors, LLC5,143$330K0.29%13F-HRTimeline
StrongBox Wealth, LLC5,119$328K0.14%new13F-HRTimeline
CWM, LLCin group CWM, LLC4,536$291K<0.01%+85013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC4,415$283K0.02%-61513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,276$274K<0.01%+713F-HRTimelineGroup
DOLIVER ADVISORS, LP4,270$274K0.08%013F-HRTimeline
Allworth Financial LP4,111$274K<0.01%-15813F-HRTimeline
CWS Financial Advisors, LLC4,138$266K0.09%new13F-HRTimeline
Drucker Wealth 3.0, LLC4,063$261K0.06%+58913F-HR/ATimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,941$253K<0.01%013F-HRTimelineGroup
Financial Harvest, LLC3,777$242K0.2%13F-HRTimeline
Warwick Investment Management, Inc.3,462$222K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,442$221K0.01%-68613F-HRTimeline
Pacific Asset Management, LLC3,135$201K0.19%13F-HRTimeline
Avior Wealth Management, LLC2,775$178K0.01%013F-HRTimeline
GeoWealth Management, LLC2,284$147K<0.01%+8013F-HRTimeline
DecisionPoint Financial, LLC2,054$132K0.04%+40313F-HRTimeline
Vermillion & White Wealth Management Gr…1,970$126K0.09%+113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,749$112K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,442$92.5K0.01%+23013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,185$76K0.01%+113F-HRTimelineGroup
Blue Trust, Inc.576$37K<0.01%-66213F-HR/ATimeline
Global Trust Asset Management, LLC500$32.1K0.01%013F-HRTimeline
AE Wealth Management LLC467$30K<0.01%new13F-HRTimeline
HBC Financial Services, PLLC372$23K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC244$15.7K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd191$12.3K<0.01%-60913F-HRTimeline
Global Retirement Partners, LLC63$4.04K<0.01%new13F-HRTimeline
MAI Capital Management41$2.63K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.