Monograph Wealth Advisors LLC Has $37.42 Million Holdings in Dimensional US Core Equity 1 ETF $DCOR

Monograph Wealth Advisors LLC lifted its holdings in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 9.0% in the first quarter, HoldingsChannel reports. The firm owned 519,115 shares of the company’s stock after purchasing an additional 42,869 shares during the quarter. Dimensional US Core Equity 1 ETF accounts for 3.5% of Monograph Wealth Advisors LLC’s portfolio, making the stock its 5th largest position. Monograph Wealth Advisors LLC’s holdings in Dimensional US Core Equity 1 ETF were worth $37,418,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Gould Asset Management LLC CA lifted its holdings in shares of Dimensional US Core Equity 1 ETF by 17.2% in the 1st quarter. Gould Asset Management LLC CA now owns 38,444 shares of the company’s stock valued at $2,771,000 after acquiring an additional 5,637 shares during the last quarter. CPA Asset Management Group LLC increased its stake in Dimensional US Core Equity 1 ETF by 278.5% during the first quarter. CPA Asset Management Group LLC now owns 110,675 shares of the company’s stock worth $7,977,000 after acquiring an additional 81,438 shares during the last quarter. Geneos Wealth Management Inc. raised its position in Dimensional US Core Equity 1 ETF by 10.3% during the first quarter. Geneos Wealth Management Inc. now owns 330,301 shares of the company’s stock valued at $23,808,000 after purchasing an additional 30,771 shares during the period. Sigma Planning Corp raised its position in Dimensional US Core Equity 1 ETF by 40.3% during the first quarter. Sigma Planning Corp now owns 16,109 shares of the company’s stock valued at $1,161,000 after purchasing an additional 4,624 shares during the period. Finally, Vantage Point Financial LLC lifted its stake in shares of Dimensional US Core Equity 1 ETF by 1.4% in the 1st quarter. Vantage Point Financial LLC now owns 301,244 shares of the company’s stock valued at $21,714,000 after purchasing an additional 4,043 shares during the last quarter.

Dimensional US Core Equity 1 ETF Stock Performance

Shares of Dimensional US Core Equity 1 ETF stock opened at $82.47 on Thursday. The stock has a market cap of $3.31 billion, a price-to-earnings ratio of 21.81 and a beta of 0.97. The stock has a 50 day moving average price of $81.55 and a 200-day moving average price of $77.61. Dimensional US Core Equity 1 ETF has a one year low of $66.86 and a one year high of $83.11.

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.