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Integrated Wealth Concepts’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Integrated Wealth Concepts’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 		$55.2M Buy
672,906
+332,202
+98% +$26.4M 0.27% 83
2026
Q1 		$24.6M Buy
340,704
+1,586
+0.5% +$118K 0.2% 108
2025
Q4 		$25M Buy
339,118
+230
+0.1% +$16.7K 0.3% 76
2025
Q3 		$24.4M Buy
338,888
+9,939
+3% +$691K 0.22% 100
2025
Q2 		$22M Buy
328,949
+68,388
+26% +$4.25M 0.22% 102
2025
Q1 		$16M Buy
260,561
+24,666
+10% +$1.59M 0.19% 115
2024
Q4 		$15.1M Buy
235,895
+231,814
+5,680% +$15.1M 0.18% 128
2024
Q3 		$258K Buy
+4,081
New +$249K ﹤0.01% 1431

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
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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Integrated Wealth Concepts's DCOR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 98% in Q2 2026, buying an estimated $26.4M and bringing the position to 672,906 shares worth $55.2M. The position accounts for 0.27% of the portfolio, ranked #83.

Integrated Wealth Concepts first reported a position in DCOR in Q3 2024 and has held it in 8 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Integrated Wealth Concepts held 672,906 shares of Dimensional US Core Equity 1 ETF worth $55.2M as of Q2 2026.
  • Integrated Wealth Concepts bought 332,202 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $26.4M.
  • Dimensional US Core Equity 1 ETF made up 0.27% of Integrated Wealth Concepts's portfolio in Q2 2026, its #83 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional US Core Equity 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.