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Concord Wealth Partners’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-998
Closed -$73.5K – 322
2025
Q4 		$73.5K Sell
998
-1,184
-54% -$86.1K 0.01% 289
2025
Q3 		$157K Buy
2,182
+152
+7% +$10.6K 0.02% 215
2025
Q2 		$136K Buy
2,030
+502
+33% +$31.2K 0.02% 242
2025
Q1 		$93.7K Buy
1,528
+343
+29% +$22.1K 0.02% 253
2024
Q4 		$76K Buy
1,185
+1
+0.1% +$65 0.01% 279
2024
Q3 		$75K Hold
1,184
– – 0.01% 284
2024
Q2 		$70.4K Buy
1,184
+1
+0.1% +$58 0.01% 270
2024
Q1 		$69.4K Buy
+1,183
New +$65.6K 0.01% 312

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
LI
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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Concord Wealth Partners's DCOR Position: Q1 2026 in Review

Concord Wealth Partners sold out of Dimensional US Core Equity 1 ETF (DCOR) in Q1 2026, closing a stake of 998 shares — an estimated $73.5K sold.

Concord Wealth Partners first reported a position in DCOR in Q1 2024 and held it in 8 quarters. The position peaked at $157K in Q3 2025. 215 funds tracked by Wall St. Rank hold DCOR as of Q1 2026.

  • Concord Wealth Partners reported no remaining Dimensional US Core Equity 1 ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 998 Dimensional US Core Equity 1 ETF shares in Q1 2026, an estimated $73.5K.
  • Concord Wealth Partners first reported a position in Dimensional US Core Equity 1 ETF in Q1 2024 and held it in 8 quarters.
  • Concord Wealth Partners's Dimensional US Core Equity 1 ETF position peaked at $157K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.