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EP Wealth Advisors’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

EP Wealth 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
2026
Q2 		$624K Buy
7,615
+1
+0% +$79 ﹤0.01% 934
2026
Q1 		$549K Buy
7,614
+411
+6% +$30.7K ﹤0.01% 863
2025
Q4 		$530K Buy
+7,203
New +$524K ﹤0.01% 855
2025
Q2 		$479K Buy
+7,160
New +$445K ﹤0.01% 795

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

EP Wealth Advisors's DCOR Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 0.01% in Q2 2026, buying an estimated $79 and bringing the position to 7,615 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

EP Wealth Advisors first reported a position in DCOR in Q2 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • EP Wealth Advisors held 7,615 shares of Dimensional US Core Equity 1 ETF worth $624K as of Q2 2026.
  • EP Wealth Advisors bought 1 Dimensional US Core Equity 1 ETF share in Q2 2026, an estimated $79.
  • Dimensional US Core Equity 1 ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #934 holding.
  • EP Wealth Advisors first reported a position in Dimensional US Core Equity 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.