Corient Private Wealth
DCOR icon

Corient Private Wealth’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Corient Private Wealth’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
Q2 		– Sell
-7,221
Closed -$443K – 2462
2025
Q1 		$443K Buy
7,221
+16
+0.2% +$1.03K ﹤0.01% 1653
2024
Q4 		$462K Buy
7,205
+1,649
+30% +$107K ﹤0.01% 1670
2024
Q3 		$352K Buy
5,556
+196
+4% +$11.9K ﹤0.01% 1938
2024
Q2 		$319K Buy
+5,360
New +$311K ﹤0.01% 1868

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
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return