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Disclosery

DCOR DIMENSIONAL ETF TRUST

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US COR EQU 1 ETF (fund)

141 managers (141 13F filers) reported a position in DCOR shares at 2025-03-31, 16,350,004 shares in all. 20 filers opened a position and 10 filers sold out during the quarter.

Managers
141
13F filers
141
New
20
Added
89
Reduced
20
Sold out
10
Shares held by filers
16,350,004

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC2,032,839$125M2.61%-82,46413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,777,800$109M2.35%+53,67913F-HRTimelineGroup
Your Advocates Ltd., LLP979,248$60.1M23.05%+18,12713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …822,152$50.6M4%+74,37013F-HRTimeline
Geneos Wealth Management Inc.574,404$35.2M0.52%+297,30213F-HRTimeline
BRIGHTON JONES LLC538,674$33M1.06%+188,84713F-HRTimeline
Private Advisor Group, LLC460,466$28.2M0.17%+242,10713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC458,314$28.1M3.83%-3,03013F-HRTimeline
Rather & Kittrell, Inc.406,889$25M5.41%+92,93413F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC354,413$22.6M7.55%013F-HRTimeline
BCO Wealth Management LLC345,213$21.2M16.6%+37,40613F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…326,955$20.1M11.4%+47,86113F-HRTimeline
Annandale Capital, LLC323,052$19.8M3.71%+56,76313F-HRTimeline
OneDigital Investment Advisors LLC304,846$18.7M0.22%+52,67513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC294,238$18M3.28%+4,25013F-HRTimeline
Vantage Point Financial LLC283,295$17.4M8.75%+19,94413F-HRTimeline
Betterment LLC275,476$16.9M0.04%+19,41613F-HRTimeline
Quantum Financial Advisors, LLC269,948$16.6M2.47%new13F-HRTimeline
Integrated Wealth Concepts LLC260,561$16M0.19%+24,66613F-HRTimeline
Hardy Reed LLC242,461$14.9M1.31%+55,72213F-HRTimeline
Sageworth Trust Co240,948$14.8M0.92%+49,22713F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC238,654$14.6M10.25%+62,59513F-HRTimeline
SageOak Financial, LLC228,322$14M12.41%+25,87513F-HRTimeline
Hutchens & Kramer Investment Management…204,133$12.5M6.89%+1,53813F-HRTimeline
Cambridge Investment Research Advisors,…193,260$11.9M0.04%+132,41213F-HRTimeline
Orion Porfolio Solutions, LLC182,721$11.2M0.11%+11,77813F-HRTimeline
Orion Portfolio Solutions, LLC182,721$11.2M0.11%+11,77813F-HR/ATimeline
Altiora Financial Group, LLC173,675$10.7M2.26%+11,16113F-HRTimeline
SC&H Financial Advisors, Inc.173,261$10.6M2.09%+42,96813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…139,625$8.56M0.47%+16,17213F-HRTimelineGroup
LRI Investments, LLC125,771$7.71M0.75%+108,56113F-HRTimeline
Smartleaf Asset Management LLC113,301$6.91M0.67%+1,28513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,082$6.69M<0.01%+15,75713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC103,724$6.36M0.01%+39713F-HRTimelineGroup
Archford Capital Strategies, LLC101,944$6.25M0.92%+58,47413F-HRTimeline
Aspen Capital Management, LLC98,935$6.07M1.94%13F-HRTimeline
Capital Investment Advisory Services, L…89,840$5.51M0.49%-4,78513F-HRTimeline
HB Wealth Management, LLC81,911$5.02M0.04%new13F-HRTimeline
Farther Finance Advisors, LLC78,711$4.85M0.12%+19,15613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…77,450$4.75M0.01%+56,31013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC76,766$4.71M0.01%+28,57213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC76,413$4.69M0.01%+40,50013F-HRTimeline
Cloud Capital Management, LLC74,710$4.58M3.25%13F-HRTimeline
Cypress Point Wealth Management, LLC71,553$4.39M1.39%+6,33313F-HRTimeline
Morton Capital Management LLC/CA71,312$4.37M0.84%+14,12613F-HRTimeline
Sageworth Trust Co of South Dakota71,173$4.37M5.25%+5,00213F-HRTimeline
Cyndeo Wealth Partners, LLC66,475$4.08M0.27%+2,59613F-HRTimeline
Copperleaf Capital, LLC65,803$4.04M2.41%+1,27113F-HRTimeline
Allworth Financial LP65,598$3.92M0.02%+61,48713F-HRTimeline
Eldridge Investment Advisors, Inc.52,261$3.21M0.74%+3,13513F-HRTimeline
TOWNSQUARE CAPITAL LLC52,023$3.19M0.03%+8,16113F-HRTimeline
Truepoint, Inc.51,638$3.17M0.09%+8,91813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,164$3.08M0.01%new13F-HR/ATimelineGroup
Wealthspire Advisors, LLC49,770$3.05M0.02%+8,60413F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.49,636$3.04M0.16%+12,35613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,069$2.89M0.01%-67,63613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP46,311$2.84M<0.01%-2,06213F-HRTimelineGroup
Main Street Financial Solutions, LLC45,866$2.81M0.24%+5,14613F-HRTimeline
FMB WEALTH MANAGEMENT42,578$2.61M1.44%+1,54313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,360$2.41M0.07%+11,27813F-HRTimelineGroup
BIP Wealth, LLC38,451$2.36M0.15%+10,57313F-HRTimeline
USAdvisors Wealth Management, LLC37,812$2.32M0.81%new13F-HRTimeline
Investment Advisory Group, LLC35,276$2.16M0.72%+2,60213F-HRTimeline
Millstone Evans Group, LLC34,911$2.14M1.45%+1,29913F-HRTimeline
Essential Planning, LLC.31,188$1.91M0.77%-686,49113F-HRTimeline
Perigon Wealth Management, LLC29,945$1.84M0.05%new13F-HRTimeline
Modera Wealth Management, LLC25,307$1.55M0.02%+2,53213F-HRTimeline
SwitchPoint Financial Planning, LLC24,402$1.5M1.42%new13F-HRTimeline
LPL Financial LLC24,108$1.48M<0.01%+11,22613F-HRTimeline
Goodman Financial Corp23,600$1.45M0.31%-3,47013F-HRTimeline
Mesirow Financial Investment Management…22,611$1.39M0.03%+5,83113F-HRTimeline
DecisionPoint Financial, LLC22,044$1.35M0.39%+19,99013F-HRTimeline
Michael A. Dubis Financial Planning, LLC21,585$1.32M1.28%+1,23513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,443$1.32M0.01%-2013F-HRTimelineGroup
IFP Advisors, Inc21,066$1.29M0.04%+82013F-HRTimeline
Glass Jacobson Investment Advisors llc19,604$1.26M0.41%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/19,071$1.17M0.24%+3,43513F-HRTimeline
Heritage Investment Group, Inc.18,767$1.15M0.22%+1213F-HRTimeline
SAX WEALTH ADVISORS, LLC18,418$1.13M0.08%+6,29213F-HRTimeline
STAR Financial Bank17,194$1.05M0.77%+6,94813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,969$979K0.02%new13F-HRTimeline
Hemington Wealth Management15,526$952K0.15%-61113F-HRTimeline
Financial Engines Advisors L.L.C.15,408$945K<0.01%-64913F-HRTimeline
IHT Wealth Management, LLC15,123$927K0.03%+9,39313F-HRTimeline
Freedom Investment Management, Inc.14,838$910K0.08%-2813F-HRTimeline
RFG Advisory, LLC14,785$907K0.02%-10,74013F-HRTimeline
GeoWealth Management, LLC14,051$862K0.03%+11,76713F-HRTimeline
American Investment Services, Inc.13,560$832K0.15%new13F-HRTimeline
OLD MISSION CAPITAL LLC13,494$828K0.02%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC13,416$823K0.39%+4,93813F-HRTimeline
Kathleen S. Wright Associates Inc.12,591$772K0.32%+4613F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,613$769K0.07%+18313F-HR/ATimeline
RCS Financial Planning, LLC10,252$629K0.33%013F-HRTimeline
Onyx Financial Advisors, LLC10,237$628K0.33%+4,29013F-HRTimeline
Merit Financial Group, LLC10,226$627K0.01%+3,93813F-HRTimeline
Werba Rubin Papier Wealth Management9,804$601K0.13%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,474$599K0.13%+2713F-HRTimeline
Ashton Thomas Private Wealth, LLC9,700$595K0.02%+87413F-HRTimeline
Wealth Advisors Northwest LLC8,841$542K0.34%+35813F-HRTimeline
WPWealth LLP8,041$493K0.1%-1,72413F-HRTimeline
MML INVESTORS SERVICES, LLC7,476$459K<0.01%+52513F-HRTimeline
Evanson Asset Management, LLC7,295$447K0.03%+1,39213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,221$443K<0.01%+1613F-HRTimelineGroup
Wealthstream Advisors, Inc.7,105$436K0.08%+1613F-HRTimeline
XY Planning Network, Inc.7,078$434K0.29%new13F-HRTimeline
Dynamic Advisor Solutions LLC6,732$413K0.01%-3413F-HRTimeline
CWS Financial Advisors, LLC6,258$384K0.12%+2,12013F-HRTimeline
Foundation Wealth Management, LLC\PA6,242$383K0.18%013F-HRTimeline
Note Advisors, LLC5,926$363K0.3%+78313F-HRTimeline
Yardley Wealth Management LLC5,845$358K0.21%new13F-HRTimeline
Sprinkle Financial Consultants LLC5,629$345K0.22%-2613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,450$334K<0.01%+313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,265$323K<0.01%-1,23313F-HRTimeline
StrongBox Wealth, LLC5,212$320K0.13%+9313F-HRTimeline
Drucker Wealth 3.0, LLC4,962$304K0.07%+89913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC4,871$299K0.02%+45613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,604$282K<0.01%+66313F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,542$279K<0.01%+613F-HRTimelineGroup
Nalls Sherbakoff Group, LLC4,363$268K0.22%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP4,300$264K<0.01%-1,13913F-HRTimelineGroup
DOLIVER ADVISORS, LP4,270$262K0.07%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,111$252K<0.01%-16513F-HRTimelineGroup
Keystone Financial Services3,578$219K0.08%new13F-HRTimeline
Colorado Capital Management, Inc.3,552$218K0.1%new13F-HRTimeline
WorthPointe, LLC3,456$212K0.1%new13F-HRTimeline
Avior Wealth Management, LLC3,434$211K0.01%+65913F-HRTimeline
Allodium Investment Consultants, LLC3,368$207K0.15%new13F-HRTimeline
Woodside Wealth Management LLC3,039$186K0.17%13F-HRTimeline
Arax Advisory Partners2,952$181K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,686$165K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,878$115K0.02%+43613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,749$107K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners1,528$93.7K0.02%+34313F-HRTimelineGroup
Rossby Financial, LCC625$37.5K0.02%new13F-HRTimeline
Blue Trust, Inc.577$35.4K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC565$34.7K<0.01%+32113F-HRTimelineGroup
AE Wealth Management LLC331$20.3K<0.01%-13613F-HRTimeline
Vermillion & White Wealth Management Gr…232$14.2K0.01%-1,73813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC192$11.8K0.01%new13F-HRTimeline
MAI Capital Management41$2.52K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.