Aspen Capital Management LLC Decreases Stake in Dimensional US Core Equity 1 ETF $DCOR

Aspen Capital Management LLC cut its holdings in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 15.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 84,133 shares of the company’s stock after selling 14,802 shares during the quarter. Dimensional US Core Equity 1 ETF accounts for 1.6% of Aspen Capital Management LLC’s portfolio, making the stock its 12th biggest holding. Aspen Capital Management LLC owned 0.30% of Dimensional US Core Equity 1 ETF worth $5,624,000 as of its most recent SEC filing.

A number of other institutional investors also recently bought and sold shares of the company. Glass Jacobson Investment Advisors llc boosted its position in Dimensional US Core Equity 1 ETF by 4.2% during the second quarter. Glass Jacobson Investment Advisors llc now owns 20,427 shares of the company’s stock worth $1,366,000 after purchasing an additional 823 shares in the last quarter. Kathleen S. Wright Associates Inc. boosted its holdings in Dimensional US Core Equity 1 ETF by 23.5% in the second quarter. Kathleen S. Wright Associates Inc. now owns 15,554 shares of the company’s stock valued at $1,040,000 after purchasing an additional 2,963 shares during the last quarter. Freedom Investment Management Inc. boosted its holdings in Dimensional US Core Equity 1 ETF by 1.8% in the second quarter. Freedom Investment Management Inc. now owns 15,112 shares of the company’s stock valued at $1,010,000 after purchasing an additional 274 shares during the last quarter. Phillips Financial Management LLC boosted its holdings in Dimensional US Core Equity 1 ETF by 11.7% in the second quarter. Phillips Financial Management LLC now owns 5,440 shares of the company’s stock valued at $364,000 after purchasing an additional 569 shares during the last quarter. Finally, Divergent Planning LLC purchased a new position in Dimensional US Core Equity 1 ETF in the second quarter valued at about $280,000.

Dimensional US Core Equity 1 ETF Trading Up 0.8%

Shares of DCOR opened at $72.81 on Friday. The firm has a market cap of $2.24 billion, a price-to-earnings ratio of 21.81 and a beta of 1.11. The stock has a 50 day moving average of $71.21 and a 200-day moving average of $66.84. Dimensional US Core Equity 1 ETF has a 52 week low of $52.85 and a 52 week high of $72.97.

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.