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Great Oak Capital Partners’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Great Oak Capital Partners’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 		$33M Buy
400,422
+5,422
+1% +$430K 7.13% 7
2026
Q1 		$29.6M Buy
395,000
+8,896
+2% +$664K 6.88% 7
2025
Q4 		$28.6M Sell
386,104
-600
-0.2% -$43.6K 7.17% 7
2025
Q3 		$27.9M Buy
386,704
+12,591
+3% +$876K 7.32% 7
2025
Q2 		$25.4M Buy
374,113
+19,700
+6% +$1.23M 7.26% 7
2025
Q1 		$22.6M Hold
354,413
– – 7.55% 6
2024
Q4 		$22.6M Sell
354,413
-952
-0.3% -$62K 7.55% 6
2024
Q3 		$22.5M Buy
355,365
+16,676
+5% +$1.02M 7.78% 6
2024
Q2 		$20M Buy
338,689
+88,003
+35% +$5.11M 7.51% 6
2024
Q1 		$14.7M Buy
250,686
+80,443
+47% +$4.46M 6.53% 6
2023
Q4 		$9.1M Buy
+170,243
New +$8.46M 4.86% 7

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
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $230M AUM
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Great Oak Capital Partners's DCOR Position: Q2 2026 in Review

Great Oak Capital Partners increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 1.4% in Q2 2026, buying an estimated $430K and bringing the position to 400,422 shares worth $33M. The position accounts for 7.13% of the portfolio, ranked #7.

Great Oak Capital Partners first reported a position in DCOR in Q4 2023 and has held it in 11 quarters since. 43 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Great Oak Capital Partners held 400,422 shares of Dimensional US Core Equity 1 ETF worth $33M as of Q2 2026.
  • Great Oak Capital Partners bought 5,422 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $430K.
  • Dimensional US Core Equity 1 ETF made up 7.13% of Great Oak Capital Partners's portfolio in Q2 2026, its #7 holding.
  • Great Oak Capital Partners first reported a position in Dimensional US Core Equity 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 43 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.