Geneos Wealth Management Inc. Makes New Investment in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR)

Geneos Wealth Management Inc. purchased a new stake in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 277,102 shares of the company’s stock, valued at approximately $17,779,000. Dimensional US Core Equity 1 ETF accounts for about 0.6% of Geneos Wealth Management Inc.’s holdings, making the stock its 28th biggest holding. Geneos Wealth Management Inc. owned about 3.38% of Dimensional US Core Equity 1 ETF at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Thrivent Financial for Lutherans purchased a new stake in shares of Dimensional US Core Equity 1 ETF during the 3rd quarter worth $202,000. Drucker Wealth 3.0 LLC acquired a new stake in shares of Dimensional US Core Equity 1 ETF in the third quarter valued at about $220,000. CWM LLC boosted its holdings in Dimensional US Core Equity 1 ETF by 117.2% during the third quarter. CWM LLC now owns 3,686 shares of the company’s stock worth $233,000 after buying an additional 1,989 shares in the last quarter. Integrated Wealth Concepts LLC acquired a new position in Dimensional US Core Equity 1 ETF during the third quarter worth about $258,000. Finally, Phillips Financial Management LLC increased its holdings in Dimensional US Core Equity 1 ETF by 121.1% in the third quarter. Phillips Financial Management LLC now owns 5,030 shares of the company’s stock valued at $319,000 after buying an additional 2,755 shares in the last quarter.

Dimensional US Core Equity 1 ETF Price Performance

Shares of NYSEARCA:DCOR opened at $66.73 on Friday. The firm has a market capitalization of $547.19 million, a price-to-earnings ratio of 20.18 and a beta of 1.11. The business’s 50 day simple moving average is $65.71 and its 200-day simple moving average is $63.41. Dimensional US Core Equity 1 ETF has a 12 month low of $53.76 and a 12 month high of $67.59.

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.