CPWM
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Cypress Point Wealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Cypress Point Wealth Management’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 		$20.5M Sell
249,842
-3,714
-1% -$295K 4.17% 6
2026
Q1 		$18.3M Buy
253,556
+17,410
+7% +$1.3M 3.94% 6
2025
Q4 		$17.4M Buy
236,146
+7,756
+3% +$564K 3.8% 4
2025
Q3 		$16.4M Buy
228,390
+1,082
+0.5% +$75.3K 3.32% 4
2025
Q2 		$15.2M Buy
227,308
+155,755
+218% +$9.69M 3.7% 4
2025
Q1 		$4.39M Buy
71,553
+6,333
+10% +$408K 1.39% 12
2024
Q4 		$4.18M Buy
65,220
+10,220
+19% +$665K 1.3% 13
2024
Q3 		$3.48M Buy
55,000
+16,119
+41% +$982K 1.37% 16
2024
Q2 		$2.31M Buy
38,881
+15,193
+64% +$882K 1.1% 24
2024
Q1 		$1.39M Buy
23,688
+16,894
+249% +$937K 0.71% 34
2023
Q4 		$363K Buy
+6,794
New +$338K 0.27% 50

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

Cypress Point Wealth Management's DCOR Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 1.5% in Q2 2026, selling an estimated $295K and leaving 249,842 shares worth $20.5M. The position accounts for 4.17% of the portfolio, ranked #6.

Cypress Point Wealth Management first reported a position in DCOR in Q4 2023 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Cypress Point Wealth Management held 249,842 shares of Dimensional US Core Equity 1 ETF worth $20.5M as of Q2 2026.
  • Cypress Point Wealth Management sold 3,714 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $295K.
  • Dimensional US Core Equity 1 ETF made up 4.17% of Cypress Point Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Cypress Point Wealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.