Concord Wealth Partners’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $136K | Buy |
2,030
+502
| +33% | +$33.6K | 0.02% | 242 |
|
2025
Q1 | $93.7K | Buy |
1,528
+343
| +29% | +$21K | 0.02% | 253 |
|
2024
Q4 | $76K | Buy |
1,185
+1
| +0.1% | +$64 | 0.01% | 279 |
|
2024
Q3 | $75K | Hold |
1,184
| – | – | 0.01% | 284 |
|
2024
Q2 | $70.4K | Buy |
1,184
+1
| +0.1% | +$60 | 0.01% | 270 |
|
2024
Q1 | $69.4K | Buy |
+1,183
| New | +$69.4K | 0.01% | 312 |
|