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

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $224M AUM 18.8% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

Annandale Capital Dallas, Texas $609M AUM 11.03% 1-Year Est. Return