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Geneos Wealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Geneos Wealth Management’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 		$28M Buy
341,244
+10,943
+3% +$868K 0.57% 34
2026
Q1 		$23.8M Buy
330,301
+30,771
+10% +$2.3M 0.55% 35
2025
Q4 		$22.1M Sell
299,530
-8,812
-3% -$641K 0.54% 38
2025
Q3 		$22.2M Buy
308,342
+9,814
+3% +$683K 0.56% 35
2025
Q2 		$20M Buy
298,528
+11,541
+4% +$718K 0.49% 43
2025
Q1 		$17.6M Buy
286,987
+9,885
+4% +$637K 0.59% 30
2024
Q4 		$17.8M Buy
+277,102
New +$18M 0.62% 28

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
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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Geneos Wealth Management's DCOR Position: Q2 2026 in Review

Geneos Wealth Management increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 3.3% in Q2 2026, buying an estimated $868K and bringing the position to 341,244 shares worth $28M. The position accounts for 0.57% of the portfolio, ranked #34.

Geneos Wealth Management first reported a position in DCOR in Q4 2024 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Geneos Wealth Management held 341,244 shares of Dimensional US Core Equity 1 ETF worth $28M as of Q2 2026.
  • Geneos Wealth Management bought 10,943 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $868K.
  • Dimensional US Core Equity 1 ETF made up 0.57% of Geneos Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Geneos Wealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.