Dimensional Fund Advisors’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Dimensional Fund 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
2024 Q4	–	Sell	-60,000	Closed	-$3.8M	–	3350
2024 Q3	$3.8M	Sell	60,000 -40,000	-40%	-$2.44M	﹤0.01%	2597
2024 Q2	$5.95M	Hold	100,000	–	–	﹤0.01%	2434
2024 Q1	$5.87M	Hold	100,000	–	–	﹤0.01%	2507
2023 Q4	$5.35M	Hold	100,000	–	–	﹤0.01%	2541
2023 Q3	$4.82M	Buy	+100,000	New	+$4.89M	﹤0.01%	2540

Other funds holding DCOR

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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 15.9% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

BWM

BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

Dimensional Fund Advisors's DCOR Position: Q4 2024 in Review

Dimensional Fund Advisors sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q4 2024, closing a stake of 60,000 shares — an estimated $3.8M sold.

Dimensional Fund Advisors first reported a position in DCOR in Q3 2023 and held it in 5 quarters. The position peaked at $5.95M in Q2 2024. 129 funds tracked by Wall St. Rank hold DCOR as of Q4 2024.

Dimensional Fund Advisors reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q4 2024 after selling out during the quarter.
Dimensional Fund Advisors sold 60,000 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q4 2024, an estimated $3.8M.
Dimensional Fund Advisors first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2023 and held it in 5 quarters.
Dimensional Fund Advisors's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $5.95M in Q2 2024.
129 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q4 2024.

Based on Dimensional Fund Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.