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

Capital Performance Advisors’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
2024
Q3 		– Sell
-8,343
Closed -$497K – 2900
2024
Q2 		$497K Buy
+8,343
New +$484K 0.19% 46

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return

Capital Performance Advisors's DCOR Position: Q3 2024 in Review

Capital Performance Advisors sold out of Dimensional US Core Equity 1 ETF (DCOR) in Q3 2024, closing a stake of 8,343 shares — an estimated $497K sold.

Capital Performance Advisors first reported a position in DCOR in Q2 2024 and held it in 1 quarter. The position peaked at $497K in Q2 2024. 98 funds tracked by Wall St. Rank hold DCOR as of Q3 2024.

  • Capital Performance Advisors reported no remaining Dimensional US Core Equity 1 ETF position as of Q3 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 8,343 Dimensional US Core Equity 1 ETF shares in Q3 2024, an estimated $497K.
  • Capital Performance Advisors first reported a position in Dimensional US Core Equity 1 ETF in Q2 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Dimensional US Core Equity 1 ETF position peaked at $497K in Q2 2024.
  • 98 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q3 2024.

Based on Capital Performance Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.