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

Copperleaf Capital’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
2025
Q3 		$5.47M Buy
76,009
+6,860
+10% +$477K 2.62% 5
2025
Q2 		$4.62M Buy
69,149
+3,346
+5% +$208K 2.34% 10
2025
Q1 		$4.04M Buy
65,803
+1,271
+2% +$81.9K 2.41% 10
2024
Q4 		$4.14M Buy
64,532
+1,181
+2% +$76.9K 2.62% 9
2024
Q3 		$4.01M Buy
63,351
+162
+0.3% +$9.87K 3.07% 6
2024
Q2 		$3.76M Sell
63,189
-1,709
-3% -$99.2K 3.01% 7
2024
Q1 		$3.81M Buy
64,898
+357
+0.6% +$19.8K 3.29% 4
2023
Q4 		$3.45M Buy
+64,541
New +$3.21M 3.51% 4

Other funds holding DCOR

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Copperleaf Capital's DCOR Position: Q3 2025 in Review

Copperleaf Capital increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 9.9% in Q3 2025, buying an estimated $477K and bringing the position to 76,009 shares worth $5.47M. The position accounts for 2.62% of the portfolio, ranked #5.

Copperleaf Capital first reported a position in DCOR in Q4 2023 and has held it in 8 quarters since. 182 funds tracked by Wall St. Rank hold DCOR as of Q3 2025.

  • Copperleaf Capital held 76,009 shares of Dimensional US Core Equity 1 ETF worth $5.47M as of Q3 2025.
  • Copperleaf Capital bought 6,860 Dimensional US Core Equity 1 ETF shares in Q3 2025, an estimated $477K.
  • Dimensional US Core Equity 1 ETF made up 2.62% of Copperleaf Capital's portfolio in Q3 2025, its #5 holding.
  • Copperleaf Capital first reported a position in Dimensional US Core Equity 1 ETF in Q4 2023 and has held it in 8 quarters since.
  • 182 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.