Apella Capital’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Apella Capital’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	$1.22M	Sell	14,808 -472	-3%	-$37.4K	0.02%	337
2026 Q1	$1.19M	Sell	15,280 -503	-3%	-$37.6K	0.02%	333
2025 Q4	$1.16M	Buy	15,783 +23	+0.1%	+$1.67K	0.02%	260
2025 Q3	$1.12M	Sell	15,760 -6,084	-28%	-$423K	0.02%	238
2025 Q2	$1.47M	Buy	+21,844	New	+$1.36M	0.04%	179

Other funds holding DCOR

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Apella Capital's DCOR Position: Q2 2026 in Review

Apella Capital reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 3.1% in Q2 2026, selling an estimated $37.4K and leaving 14,808 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #337.

Apella Capital first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.47M in Q2 2025. 122 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Apella Capital held 14,808 shares of Dimensional US Core Equity 1 ETF worth $1.22M as of Q2 2026.
Apella Capital sold 472 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $37.4K.
Dimensional US Core Equity 1 ETF made up 0.02% of Apella Capital's portfolio in Q2 2026, its #337 holding.
Apella Capital first reported a position in Dimensional US Core Equity 1 ETF in Q2 2025 and has held it in 5 quarters since.
Apella Capital's Dimensional US Core Equity 1 ETF position peaked at $1.47M in Q2 2025.
122 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.