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

Financial Symmetry’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	$1.15M	Sell	13,978 -147	-1%	-$11.7K	0.38%	22
2026 Q1	$1.11M	Buy	14,125 +4,439	+46%	+$332K	0.4%	22
2025 Q4	$713K	Buy	9,686 +1,938	+25%	+$141K	0.29%	29
2025 Q3	$557K	Buy	7,748 +4,687	+153%	+$326K	0.25%	28
2025 Q2	$205K	Buy	+3,061	New	+$190K	0.11%	45

Other funds holding DCOR

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

KSWWM

Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

BWM

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

GOCP

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

RWM

Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 1-Year Est. Return

Financial Symmetry's DCOR Position: Q2 2026 in Review

Financial Symmetry reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 1% in Q2 2026, selling an estimated $11.7K and leaving 13,978 shares worth $1.15M. The position accounts for 0.38% of the portfolio, ranked #22.

Financial Symmetry first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Financial Symmetry held 13,978 shares of Dimensional US Core Equity 1 ETF worth $1.15M as of Q2 2026.
Financial Symmetry sold 147 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $11.7K.
Dimensional US Core Equity 1 ETF made up 0.38% of Financial Symmetry's portfolio in Q2 2026, its #22 holding.
Financial Symmetry first reported a position in Dimensional US Core Equity 1 ETF in Q2 2025 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Financial Symmetry's 13F filing for Q2 2026, filed 14 Jul 2026.