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Andrews Lucia Wealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Andrews Lucia Wealth Management’s Portfolio DCOR Stock Details DCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$456K Buy
5,563
+10
+0.2% +$793 0.24% 30
2026
Q1 		$400K Sell
5,553
-765
-12% -$57.1K 0.24% 29
2025
Q4 		$465K Sell
6,318
-201
-3% -$14.6K 0.28% 25
2025
Q3 		$469K Sell
6,519
-128
-2% -$8.9K 0.28% 25
2025
Q2 		$444K Buy
+6,647
New +$414K 0.29% 24

Other funds holding DCOR

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
RWM
Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 1-Year Est. Return

Andrews Lucia Wealth Management's DCOR Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 0.18% in Q2 2026, buying an estimated $793 and bringing the position to 5,563 shares worth $456K. The position accounts for 0.24% of the portfolio, ranked #30.

Andrews Lucia Wealth Management first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. The position peaked at $469K in Q3 2025. 104 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Andrews Lucia Wealth Management held 5,563 shares of Dimensional US Core Equity 1 ETF worth $456K as of Q2 2026.
  • Andrews Lucia Wealth Management bought 10 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $793.
  • Dimensional US Core Equity 1 ETF made up 0.24% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • Andrews Lucia Wealth Management's Dimensional US Core Equity 1 ETF position peaked at $469K in Q3 2025.
  • 104 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.