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 $7.86B AUM 19.64% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 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 $5.38B AUM 27.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 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

Corient Private Wealth's DCOR Position: Q2 2025 in Review

Corient Private Wealth sold out of Dimensional US Core Equity 1 ETF (DCOR) in Q2 2025, closing a stake of 7,221 shares — an estimated $443K sold.

Corient Private Wealth first reported a position in DCOR in Q2 2024 and held it in 4 quarters. The position peaked at $462K in Q4 2024. 178 funds tracked by Wall St. Rank hold DCOR as of Q2 2025.

  • Corient Private Wealth reported no remaining Dimensional US Core Equity 1 ETF position as of Q2 2025 after selling out during the quarter.
  • Corient Private Wealth sold 7,221 Dimensional US Core Equity 1 ETF shares in Q2 2025, an estimated $443K.
  • Corient Private Wealth first reported a position in Dimensional US Core Equity 1 ETF in Q2 2024 and held it in 4 quarters.
  • Corient Private Wealth's Dimensional US Core Equity 1 ETF position peaked at $462K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2025.

Based on Corient Private Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.