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

Cyndeo 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
Q2 		$5.84M Buy
71,289
+4,135
+6% +$328K 0.28% 96
2026
Q1 		$4.84M Buy
67,154
+2,295
+4% +$171K 0.25% 100
2025
Q4 		$4.78M Sell
64,859
-5,929
-8% -$431K 0.26% 99
2025
Q3 		$5.09M Buy
70,788
+1,657
+2% +$115K 0.28% 93
2025
Q2 		$4.62M Buy
69,131
+2,656
+4% +$165K 0.27% 100
2025
Q1 		$4.08M Buy
66,475
+2,596
+4% +$167K 0.27% 103
2024
Q4 		$4.1M Buy
63,879
+1,955
+3% +$127K 0.28% 99
2024
Q3 		$3.92M Buy
+61,924
New +$3.77M 0.27% 102

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

Cyndeo Wealth Partners's DCOR Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 6.2% in Q2 2026, buying an estimated $328K and bringing the position to 71,289 shares worth $5.84M. The position accounts for 0.28% of the portfolio, ranked #96.

Cyndeo Wealth Partners first reported a position in DCOR in Q3 2024 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Cyndeo Wealth Partners held 71,289 shares of Dimensional US Core Equity 1 ETF worth $5.84M as of Q2 2026.
  • Cyndeo Wealth Partners bought 4,135 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $328K.
  • Dimensional US Core Equity 1 ETF made up 0.28% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • Cyndeo Wealth Partners first reported a position in Dimensional US Core Equity 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.