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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
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 $6.97B AUM 16.14% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Cyndeo Wealth Partners's DCOR Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 3.5% in Q1 2026, buying an estimated $171K and bringing the position to 67,154 shares worth $4.84M. The position accounts for 0.25% of the portfolio, ranked #100.

Cyndeo Wealth Partners first reported a position in DCOR in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.09M in Q3 2025. 215 funds tracked by Wall St. Rank hold DCOR as of Q1 2026.

  • Cyndeo Wealth Partners held 67,154 shares of Dimensional US Core Equity 1 ETF worth $4.84M as of Q1 2026.
  • Cyndeo Wealth Partners bought 2,295 Dimensional US Core Equity 1 ETF shares in Q1 2026, an estimated $171K.
  • Dimensional US Core Equity 1 ETF made up 0.25% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Cyndeo Wealth Partners first reported a position in Dimensional US Core Equity 1 ETF in Q3 2024 and has held it in 7 quarters since.
  • Cyndeo Wealth Partners's Dimensional US Core Equity 1 ETF position peaked at $5.09M in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.