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Heritage Wealth Architects’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Heritage Wealth Architects’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 		$263K Hold
3,192
– – 0.1% 67
2026
Q1 		$252K Buy
+3,192
New +$238K 0.11% 68

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RWM
Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 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
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM

Heritage Wealth Architects's DCOR Position: Q2 2026 in Review

Heritage Wealth Architects held its Dimensional US Core Equity 1 ETF (DCOR) position steady in Q2 2026 at 3,192 shares worth $263K. The position accounts for 0.1% of the portfolio, ranked #67.

Heritage Wealth Architects first reported a position in DCOR in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Heritage Wealth Architects held 3,192 shares of Dimensional US Core Equity 1 ETF worth $263K as of Q2 2026.
  • Heritage Wealth Architects left its Dimensional US Core Equity 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 1 ETF made up 0.1% of Heritage Wealth Architects's portfolio in Q2 2026, its #67 holding.
  • Heritage Wealth Architects first reported a position in Dimensional US Core Equity 1 ETF in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.