Summit Wealth Group LLC Co. Invests $1.01 Million in Dimensional US Core Equity 1 ETF $DCOR

Summit Wealth Group LLC Co. purchased a new position in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 13,745 shares of the company’s stock, valued at approximately $1,012,000.

A number of other institutional investors also recently made changes to their positions in the stock. Money Concepts Capital Corp acquired a new position in shares of Dimensional US Core Equity 1 ETF in the fourth quarter worth $662,000. Pure Financial Advisors LLC increased its stake in Dimensional US Core Equity 1 ETF by 0.9% in the fourth quarter. Pure Financial Advisors LLC now owns 2,180,949 shares of the company’s stock valued at $160,583,000 after purchasing an additional 18,517 shares during the last quarter. LRI Investments LLC increased its stake in Dimensional US Core Equity 1 ETF by 14.3% in the fourth quarter. LRI Investments LLC now owns 721,936 shares of the company’s stock valued at $53,156,000 after purchasing an additional 90,552 shares during the last quarter. Heffernan Advisory Inc. acquired a new position in Dimensional US Core Equity 1 ETF in the fourth quarter valued at $10,077,000. Finally, Sageworth Trust Co lifted its position in Dimensional US Core Equity 1 ETF by 13.4% during the fourth quarter. Sageworth Trust Co now owns 343,348 shares of the company’s stock worth $25,281,000 after buying an additional 40,692 shares during the period.

Dimensional US Core Equity 1 ETF Trading Down 0.2%

Shares of NYSEARCA:DCOR opened at $80.04 on Wednesday. The firm has a market cap 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 $75.28 and its two-hundred day moving average price is $74.58. Dimensional US Core Equity 1 ETF has a 12-month low of $62.54 and a 12-month high of $80.37.

Dimensional US Core Equity 1 ETF 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.