Heffernan Advisory Inc. Raises Stock Holdings in Dimensional US Core Equity 1 ETF $DCOR

Heffernan Advisory Inc. boosted its stake in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) by 8.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 147,863 shares of the company’s stock after purchasing an additional 11,004 shares during the quarter. Dimensional US Core Equity 1 ETF comprises 9.9% of Heffernan Advisory Inc.’s investment portfolio, making the stock its 3rd biggest position. Heffernan Advisory Inc. owned 0.40% of Dimensional US Core Equity 1 ETF worth $10,658,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its position in shares of Dimensional US Core Equity 1 ETF by 42.3% in the 4th quarter. Brighton Jones LLC now owns 349,827 shares of the company’s stock valued at $22,445,000 after buying an additional 104,046 shares in the last quarter. Jane Street Group LLC acquired a new stake in shares of Dimensional US Core Equity 1 ETF during the 1st quarter worth approximately $3,077,000. JPMorgan Chase & Co. increased its stake in Dimensional US Core Equity 1 ETF by 14.4% in the second quarter. JPMorgan Chase & Co. now owns 4,703 shares of the company’s stock valued at $314,000 after acquiring an additional 592 shares during the last quarter. Qube Research & Technologies Ltd bought a new position in Dimensional US Core Equity 1 ETF in the second quarter valued at approximately $60,000. Finally, Raymond James Financial Inc. acquired a new position in Dimensional US Core Equity 1 ETF during the second quarter valued at approximately $7,465,000.

Dimensional US Core Equity 1 ETF Price Performance

Shares of DCOR opened at $82.00 on Friday. Dimensional US Core Equity 1 ETF has a one year low of $66.86 and a one year high of $82.80. The company has a market cap of $3.26 billion, a P/E ratio of 21.81 and a beta of 0.97. The firm has a 50 day simple moving average of $80.64 and a two-hundred day simple moving average of $76.77.

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.