Sax Wealth Advisors LLC Has $2.30 Million Holdings in Dimensional US Core Equity 1 ETF $DCOR

Sax Wealth Advisors LLC raised its position in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 87.0% in the second quarter, according to its most recent filing with the SEC. The firm owned 34,445 shares of the company’s stock after purchasing an additional 16,027 shares during the quarter. Sax Wealth Advisors LLC owned approximately 0.12% of Dimensional US Core Equity 1 ETF worth $2,303,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Assetmark Inc. increased its position in Dimensional US Core Equity 1 ETF by 131.6% during the 1st quarter. Assetmark Inc. now owns 565 shares of the company’s stock valued at $35,000 after purchasing an additional 321 shares during the period. Rossby Financial LCC acquired a new stake in shares of Dimensional US Core Equity 1 ETF during the 1st quarter worth approximately $37,000. Concord Wealth Partners grew its position in shares of Dimensional US Core Equity 1 ETF by 28.9% during the 1st quarter. Concord Wealth Partners now owns 1,528 shares of the company’s stock worth $94,000 after buying an additional 343 shares during the period. GPS Wealth Strategies Group LLC grew its position in shares of Dimensional US Core Equity 1 ETF by 30.2% during the 1st quarter. GPS Wealth Strategies Group LLC now owns 1,878 shares of the company’s stock worth $115,000 after buying an additional 436 shares during the period. Finally, Woodside Wealth Management LLC acquired a new stake in shares of Dimensional US Core Equity 1 ETF during the 1st quarter worth approximately $186,000.

Dimensional US Core Equity 1 ETF Stock Down 0.5%

Shares of DCOR stock opened at $72.03 on Wednesday. The company has a market cap of $2.16 billion, a price-to-earnings ratio of 21.81 and a beta of 1.11. Dimensional US Core Equity 1 ETF has a 52 week low of $52.85 and a 52 week high of $72.66. The firm has a 50 day moving average of $70.42 and a 200-day moving average of $65.83.

Dimensional US Core Equity 1 ETF Company 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.