Heffernan Advisory Inc. Has $10.66 Million Stock Position in Dimensional US Core Equity 1 ETF $DCOR

Heffernan Advisory Inc. increased its holdings in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 8.0% during the 1st quarter, Holdings Channel reports. The institutional investor owned 147,863 shares of the company’s stock after acquiring an additional 11,004 shares during the quarter. Dimensional US Core Equity 1 ETF comprises about 9.9% of Heffernan Advisory Inc.’s holdings, making the stock its 3rd largest position. Heffernan Advisory Inc.’s holdings in Dimensional US Core Equity 1 ETF were worth $10,658,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Riverchase Wealth Management LLC increased its holdings in Dimensional US Core Equity 1 ETF by 8.1% in the first quarter. Riverchase Wealth Management LLC now owns 317,331 shares of the company’s stock valued at $22,873,000 after purchasing an additional 23,762 shares during the period. Farther Finance Advisors LLC raised its position in Dimensional US Core Equity 1 ETF by 37.9% during the 4th quarter. Farther Finance Advisors LLC now owns 112,709 shares of the company’s stock worth $8,299,000 after purchasing an additional 30,975 shares during the last quarter. Pure Financial Advisors LLC lifted its holdings in Dimensional US Core Equity 1 ETF by 0.9% during the 4th quarter. Pure Financial Advisors LLC now owns 2,180,949 shares of the company’s stock worth $160,583,000 after buying an additional 18,517 shares during the period. SC&H Financial Advisors Inc. lifted its holdings in Dimensional US Core Equity 1 ETF by 8.6% during the 4th quarter. SC&H Financial Advisors Inc. now owns 404,292 shares of the company’s stock worth $29,768,000 after buying an additional 31,898 shares during the period. Finally, KFG Wealth Management LLC lifted its holdings in Dimensional US Core Equity 1 ETF by 7.9% during the 4th quarter. KFG Wealth Management LLC now owns 339,367 shares of the company’s stock worth $24,988,000 after buying an additional 24,799 shares during the period.

Dimensional US Core Equity 1 ETF Trading Up 0.0%

NYSEARCA DCOR opened at $82.00 on Friday. The firm has a market capitalization of $3.26 billion, a PE ratio of 21.81 and a beta of 0.97. The business’s 50-day moving average price is $80.64 and its two-hundred day moving average price is $76.77. Dimensional US Core Equity 1 ETF has a 12 month low of $66.86 and a 12 month high of $82.80.

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.