Heffernan Advisory’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.4M Buy
151,842
+3,979
+3% +$316K 10.42% 3
2026
Q1
$10.7M Buy
147,863
+11,004
+8% +$822K 9.89% 3
2025
Q4
$10.1M Buy
+136,859
New +$9.95M 9.65% 3

Other funds holding DCOR

Heffernan Advisory's DCOR Position: Q2 2026 in Review

Heffernan Advisory increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 2.7% in Q2 2026, buying an estimated $316K and bringing the position to 151,842 shares worth $12.4M. The position accounts for 10.42% of the portfolio, ranked #3.

Heffernan Advisory first reported a position in DCOR in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Heffernan Advisory held 151,842 shares of Dimensional US Core Equity 1 ETF worth $12.4M as of Q2 2026.
  • Heffernan Advisory bought 3,979 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $316K.
  • Dimensional US Core Equity 1 ETF made up 10.42% of Heffernan Advisory's portfolio in Q2 2026, its #3 holding.
  • Heffernan Advisory first reported a position in Dimensional US Core Equity 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.