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Foundation Wealth Management (Pennsylvania)’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$367K Hold
4,472
– – 0.11% 74
2026
Q1 		$322K Hold
4,472
– – 0.11% 69
2025
Q4 		$329K Hold
4,472
– – 0.12% 70
2025
Q3 		$322K Hold
4,472
– – 0.12% 68
2025
Q2 		$299K Sell
4,472
-1,770
-28% -$110K 0.13% 71
2025
Q1 		$383K Hold
6,242
– – 0.18% 61
2024
Q4 		$400K Buy
+6,242
New +$406K 0.19% 58

Other funds holding DCOR

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
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
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 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
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DCOR Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) held its Dimensional US Core Equity 1 ETF (DCOR) position steady in Q2 2026 at 4,472 shares worth $367K. The position accounts for 0.11% of the portfolio, ranked #74.

Foundation Wealth Management (Pennsylvania) first reported a position in DCOR in Q4 2024 and has held it in 7 quarters since. The position peaked at $400K in Q4 2024. 130 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 4,472 shares of Dimensional US Core Equity 1 ETF worth $367K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) left its Dimensional US Core Equity 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 1 ETF made up 0.11% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #74 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional US Core Equity 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Dimensional US Core Equity 1 ETF position peaked at $400K in Q4 2024.
  • 130 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.