Calton & Associates Inc. Invests $610,000 in Dimensional US Core Equity 1 ETF $DCOR

Calton & Associates Inc. bought a new position in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 8,279 shares of the company’s stock, valued at approximately $610,000.

A number of other institutional investors have also recently modified their holdings of the stock. Keyes Stange & Wooten Wealth Management LLC grew its stake in shares of Dimensional US Core Equity 1 ETF by 1.6% in the fourth quarter. Keyes Stange & Wooten Wealth Management LLC now owns 344,730 shares of the company’s stock worth $25,382,000 after acquiring an additional 5,393 shares during the last quarter. Foundations Investment Advisors LLC lifted its holdings in shares of Dimensional US Core Equity 1 ETF by 190.2% during the fourth quarter. Foundations Investment Advisors LLC now owns 519,915 shares of the company’s stock valued at $38,281,000 after purchasing an additional 340,782 shares in the last quarter. RHL Group LLC bought a new position in shares of Dimensional US Core Equity 1 ETF during the fourth quarter valued at $46,000. Coldstream Capital Management Inc. lifted its holdings in shares of Dimensional US Core Equity 1 ETF by 37.1% during the fourth quarter. Coldstream Capital Management Inc. now owns 31,095 shares of the company’s stock valued at $2,290,000 after purchasing an additional 8,417 shares in the last quarter. Finally, EverSource Wealth Advisors LLC lifted its holdings in shares of Dimensional US Core Equity 1 ETF by 5.1% during the fourth quarter. EverSource Wealth Advisors LLC now owns 168,430 shares of the company’s stock valued at $12,401,000 after purchasing an additional 8,145 shares in the last quarter.

Dimensional US Core Equity 1 ETF Price Performance

Shares of NYSEARCA:DCOR opened at $81.94 on Thursday. The company has a market cap of $3.07 billion, a P/E ratio of 21.81 and a beta of 0.99. Dimensional US Core Equity 1 ETF has a 1 year low of $64.30 and a 1 year high of $82.54. The stock’s fifty day moving average price is $77.62 and its 200-day moving average price is $75.51.

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.