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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
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 Sell
298,528
-275,876
-48% -$17.2M 0.49% 43
2025
Q1 		$35.2M Buy
574,404
+297,302
+107% +$19.2M 0.51% 39
2024
Q4 		$17.8M Buy
+277,102
New +$18M 0.62% 28

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Geneos Wealth Management's DCOR Position: Q1 2026 in Review

Geneos Wealth Management increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 10% in Q1 2026, buying an estimated $2.3M and bringing the position to 330,301 shares worth $23.8M. The position accounts for 0.55% of the portfolio, ranked #35.

Geneos Wealth Management first reported a position in DCOR in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.2M in Q1 2025. 215 funds tracked by Wall St. Rank hold DCOR as of Q1 2026.

  • Geneos Wealth Management held 330,301 shares of Dimensional US Core Equity 1 ETF worth $23.8M as of Q1 2026.
  • Geneos Wealth Management bought 30,771 Dimensional US Core Equity 1 ETF shares in Q1 2026, an estimated $2.3M.
  • Dimensional US Core Equity 1 ETF made up 0.55% of Geneos Wealth Management's portfolio in Q1 2026, its #35 holding.
  • Geneos Wealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Dimensional US Core Equity 1 ETF position peaked at $35.2M in Q1 2025.
  • 215 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.