CIAS
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Capital Investment Advisory Services’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Capital Investment Advisory Services’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 		$6.05M Sell
73,832
-2,876
-4% -$228K 0.37% 57
2026
Q1 		$5.53M Sell
76,708
-4,426
-5% -$331K 0.4% 55
2025
Q4 		$5.97M Sell
81,134
-1,156
-1% -$84.1K 0.42% 54
2025
Q3 		$5.92M Sell
82,290
-6,232
-7% -$433K 0.47% 48
2025
Q2 		$5.92M Sell
88,522
-1,318
-1% -$82K 0.48% 49
2025
Q1 		$5.51M Sell
89,840
-4,785
-5% -$308K 0.49% 50
2024
Q4 		$6.07M Sell
94,625
-4,761
-5% -$310K 0.58% 37
2024
Q3 		$6.3M Sell
99,386
-115,692
-54% -$7.05M 0.6% 39
2024
Q2 		$12.8M Sell
215,078
-92,601
-30% -$5.38M 1.32% 13
2024
Q1 		$18M Sell
307,679
-4,188
-1% -$232K 1.93% 6
2023
Q4 		$16.7M Buy
+311,867
New +$15.5M 1.54% 8

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Capital Investment Advisory Services's DCOR Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 3.7% in Q2 2026, selling an estimated $228K and leaving 73,832 shares worth $6.05M. The position accounts for 0.37% of the portfolio, ranked #57.

Capital Investment Advisory Services first reported a position in DCOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $18M in Q1 2024. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Capital Investment Advisory Services held 73,832 shares of Dimensional US Core Equity 1 ETF worth $6.05M as of Q2 2026.
  • Capital Investment Advisory Services sold 2,876 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $228K.
  • Dimensional US Core Equity 1 ETF made up 0.37% of Capital Investment Advisory Services's portfolio in Q2 2026, its #57 holding.
  • Capital Investment Advisory Services first reported a position in Dimensional US Core Equity 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • Capital Investment Advisory Services's Dimensional US Core Equity 1 ETF position peaked at $18M in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.