Essential Planning’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Essential Planning’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	$9.83M	Buy	136,334 +34,819	+34%	+$2.6M	3.12%	8
2025 Q4	$7.47M	Buy	101,515 +30,000	+42%	+$2.18M	2.38%	12
2025 Q3	$5.14M	Buy	71,515 +26,501	+59%	+$1.84M	1.77%	14
2025 Q2	$3.01M	Buy	45,014 +13,826	+44%	+$860K	1.12%	18
2025 Q1	$1.91M	Sell	31,188 -686,491	-96%	-$44.2M	0.77%	20
2024 Q4	$46.7M	Buy	717,679 +708,308	+7,559%	+$46.1M	0.3%	30
2024 Q3	$594K	Buy	+9,371	New	+$571K	0.24%	41

Other funds holding DCOR

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return