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CWS Financial Advisors’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

CWS Financial Advisors’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
Q2 		$559K Buy
6,824
+217
+3% +$17.2K 0.12% 92
2026
Q1 		$476K Buy
6,607
+8
+0.1% +$597 0.12% 102
2025
Q4 		$486K Buy
6,599
+7
+0.1% +$509 0.13% 93
2025
Q3 		$474K Buy
6,592
+458
+7% +$31.9K 0.13% 88
2025
Q2 		$410K Sell
6,134
-124
-2% -$7.71K 0.12% 95
2025
Q1 		$384K Buy
6,258
+2,120
+51% +$137K 0.12% 93
2024
Q4 		$266K Buy
+4,138
New +$269K 0.09% 104

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 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 $716M AUM 15.48% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

CWS Financial Advisors's DCOR Position: Q2 2026 in Review

CWS Financial Advisors increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 3.3% in Q2 2026, buying an estimated $17.2K and bringing the position to 6,824 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #92.

CWS Financial Advisors first reported a position in DCOR in Q4 2024 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • CWS Financial Advisors held 6,824 shares of Dimensional US Core Equity 1 ETF worth $559K as of Q2 2026.
  • CWS Financial Advisors bought 217 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $17.2K.
  • Dimensional US Core Equity 1 ETF made up 0.12% of CWS Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • CWS Financial Advisors first reported a position in Dimensional US Core Equity 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.