EWA
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Elevate Wealth Advisory’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Elevate Wealth Advisory’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 		$241K Buy
3,342
+1,776
+113% +$133K 0.15% 73
2025
Q4 		$115K Hold
1,566
– – 0.08% 77
2025
Q3 		$113K Buy
1,566
+990
+172% +$68.9K 0.08% 78
2025
Q2 		$38.5K Buy
576
+384
+200% +$23.9K 0.03% 107
2025
Q1 		$11.8K Buy
+192
New +$12.4K 0.01% 120

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

Elevate Wealth Advisory's DCOR Position: Q1 2026 in Review

Elevate Wealth Advisory increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 113% in Q1 2026, buying an estimated $133K and bringing the position to 3,342 shares worth $241K. The position accounts for 0.15% of the portfolio, ranked #73.

Elevate Wealth Advisory first reported a position in DCOR in Q1 2025 and has held it in 5 quarters since. 215 funds tracked by Wall St. Rank hold DCOR as of Q1 2026.

  • Elevate Wealth Advisory held 3,342 shares of Dimensional US Core Equity 1 ETF worth $241K as of Q1 2026.
  • Elevate Wealth Advisory bought 1,776 Dimensional US Core Equity 1 ETF shares in Q1 2026, an estimated $133K.
  • Dimensional US Core Equity 1 ETF made up 0.15% of Elevate Wealth Advisory's portfolio in Q1 2026, its #73 holding.
  • Elevate Wealth Advisory first reported a position in Dimensional US Core Equity 1 ETF in Q1 2025 and has held it in 5 quarters since.
  • 215 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.