Copperleaf Capital LLC Has $4.62 Million Position in Dimensional US Core Equity 1 ETF $DCOR

Copperleaf Capital LLC boosted its holdings in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 5.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 69,149 shares of the company’s stock after acquiring an additional 3,346 shares during the quarter. Dimensional US Core Equity 1 ETF accounts for 2.3% of Copperleaf Capital LLC’s portfolio, making the stock its 10th largest position. Copperleaf Capital LLC’s holdings in Dimensional US Core Equity 1 ETF were worth $4,623,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in DCOR. Assetmark Inc. raised its stake in shares of Dimensional US Core Equity 1 ETF by 131.6% during the first quarter. Assetmark Inc. now owns 565 shares of the company’s stock valued at $35,000 after purchasing an additional 321 shares in the last quarter. Concord Wealth Partners increased its stake in Dimensional US Core Equity 1 ETF by 32.9% during the 2nd quarter. Concord Wealth Partners now owns 2,030 shares of the company’s stock valued at $136,000 after buying an additional 502 shares during the period. Financial Symmetry Inc bought a new stake in shares of Dimensional US Core Equity 1 ETF during the 2nd quarter worth about $205,000. WorthPointe LLC acquired a new stake in shares of Dimensional US Core Equity 1 ETF in the 1st quarter worth approximately $212,000. Finally, Mustard Seed Financial LLC bought a new position in shares of Dimensional US Core Equity 1 ETF in the second quarter valued at approximately $217,000.

Dimensional US Core Equity 1 ETF Price Performance

NYSEARCA DCOR opened at $70.90 on Wednesday. Dimensional US Core Equity 1 ETF has a 12 month low of $52.85 and a 12 month high of $73.67. The firm has a market capitalization of $2.19 billion, a PE ratio of 21.81 and a beta of 1.05. The company’s 50 day simple moving average is $72.01 and its 200 day simple moving average is $68.68.

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.