Capstone Wealth Management Inc. Makes New Investment in Dimensional US Core Equity 1 ETF $DCOR

Capstone Wealth Management Inc. purchased a new position in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 20,140 shares of the company’s stock, valued at approximately $1,489,000. Dimensional US Core Equity 1 ETF accounts for approximately 1.3% of Capstone Wealth Management Inc.’s portfolio, making the stock its 16th biggest holding. Capstone Wealth Management Inc. owned approximately 0.06% of Dimensional US Core Equity 1 ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. EverSource Wealth Advisors LLC boosted its stake in shares of Dimensional US Core Equity 1 ETF by 21.3% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 160,285 shares of the company’s stock valued at $11,531,000 after purchasing an additional 28,144 shares in the last quarter. Mesirow Financial Investment Management Inc. increased its position in shares of Dimensional US Core Equity 1 ETF by 43.2% during the third quarter. Mesirow Financial Investment Management Inc. now owns 32,433 shares of the company’s stock valued at $2,333,000 after buying an additional 9,786 shares during the period. Farther Finance Advisors LLC raised its stake in Dimensional US Core Equity 1 ETF by 37.9% in the fourth quarter. Farther Finance Advisors LLC now owns 112,709 shares of the company’s stock worth $8,299,000 after buying an additional 30,975 shares in the last quarter. SC&H Financial Advisors Inc. lifted its holdings in Dimensional US Core Equity 1 ETF by 8.6% in the fourth quarter. SC&H Financial Advisors Inc. now owns 404,292 shares of the company’s stock worth $29,768,000 after buying an additional 31,898 shares during the period. Finally, Brighton Jones LLC boosted its position in Dimensional US Core Equity 1 ETF by 10.0% during the 4th quarter. Brighton Jones LLC now owns 870,286 shares of the company’s stock valued at $64,079,000 after acquiring an additional 79,028 shares in the last quarter.

Dimensional US Core Equity 1 ETF Stock Up 1.0%

NYSEARCA DCOR opened at $81.97 on Friday. Dimensional US Core Equity 1 ETF has a twelve month low of $64.41 and a twelve month high of $82.80. The firm has a market capitalization of $3.07 billion, a PE ratio of 21.81 and a beta of 0.98. The stock’s 50 day moving average is $79.65 and its 200 day moving average is $76.24.

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.