Fiduciary Financial Group’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Fiduciary Financial Group’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	$942K	Buy	11,494 +280	+2%	+$22.2K	0.11%	122
2026 Q1	$808K	Buy	11,214 +453	+4%	+$33.8K	0.11%	125
2025 Q4	$792K	Buy	10,761 +415	+4%	+$30.2K	0.11%	123
2025 Q3	$744K	Sell	10,346 -165	-2%	-$11.5K	0.12%	114
2025 Q2	$706K	Buy	10,511 +37	+0.4%	+$2.3K	0.13%	104
2025 Q1	$599K	Buy	10,474 +27	+0.3%	+$1.74K	0.13%	108
2024 Q4	$665K	Buy	+10,447	New	+$680K	0.15%	97

Other funds holding DCOR

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

BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

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

SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return