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

Grand 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 		$1.97M Sell
24,069
-257
-1% -$20.4K 0.82% 15
2026
Q1 		$1.75M Sell
24,326
-549
-2% -$41K 0.83% 15
2025
Q4 		$1.83M Sell
24,875
-516
-2% -$37.5K 0.83% 16
2025
Q3 		$1.83M Sell
25,391
-1,381
-5% -$96.1K 0.88% 16
2025
Q2 		$1.79M Buy
+26,772
New +$1.67M 0.92% 16

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

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

Grand Wealth Management reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 1.1% in Q2 2026, selling an estimated $20.4K and leaving 24,069 shares worth $1.97M. The position accounts for 0.82% of the portfolio, ranked #15.

Grand Wealth Management first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Grand Wealth Management held 24,069 shares of Dimensional US Core Equity 1 ETF worth $1.97M as of Q2 2026.
  • Grand Wealth Management sold 257 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $20.4K.
  • Dimensional US Core Equity 1 ETF made up 0.82% of Grand Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Grand Wealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.