Monograph Wealth Advisors LLC Acquires 41,362 Shares of Dimensional US Core Equity 1 ETF $DCOR

Monograph Wealth Advisors LLC raised its holdings in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 9.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 476,246 shares of the company’s stock after purchasing an additional 41,362 shares during the period. Dimensional US Core Equity 1 ETF accounts for approximately 3.4% of Monograph Wealth Advisors LLC’s investment portfolio, making the stock its 6th biggest holding. Monograph Wealth Advisors LLC’s holdings in Dimensional US Core Equity 1 ETF were worth $35,066,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the business. Vermillion & White Wealth Management Group LLC increased its position in shares of Dimensional US Core Equity 1 ETF by 75.0% in the 3rd quarter. Vermillion & White Wealth Management Group LLC now owns 406 shares of the company’s stock valued at $29,000 after acquiring an additional 174 shares during the period. RHL Group LLC acquired a new stake in Dimensional US Core Equity 1 ETF during the 4th quarter worth about $46,000. Huntington National Bank acquired a new stake in Dimensional US Core Equity 1 ETF during the 3rd quarter worth about $58,000. Northwestern Mutual Wealth Management Co. purchased a new stake in Dimensional US Core Equity 1 ETF during the 3rd quarter valued at about $59,000. Finally, Qube Research & Technologies Ltd purchased a new stake in Dimensional US Core Equity 1 ETF during the 2nd quarter valued at about $60,000.

Dimensional US Core Equity 1 ETF Stock Performance

Dimensional US Core Equity 1 ETF stock opened at $81.48 on Friday. The business’s 50-day simple moving average is $78.91 and its two-hundred day simple moving average is $75.96. The company has a market cap of $3.06 billion, a PE ratio of 21.81 and a beta of 0.98. Dimensional US Core Equity 1 ETF has a fifty-two week low of $64.41 and a fifty-two week high of $82.58.

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.