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Kathleen S. Wright Associates’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$1.18M Buy
16,342
+788
+5% +$54.8K 0.44% 46
2025
Q2 		$1.04M Buy
15,554
+2,963
+24% +$184K 0.41% 48
2025
Q1 		$772K Buy
12,591
+46
+0.4% +$2.96K 0.32% 60
2024
Q4 		$805K Buy
12,545
+4,529
+56% +$295K 0.34% 56
2024
Q3 		$508K Buy
8,016
+1,649
+26% +$100K 0.21% 73
2024
Q2 		$379K Buy
6,367
+2,821
+80% +$164K 0.17% 85
2024
Q1 		$208K Buy
+3,546
New +$197K 0.1% 101

Other funds holding DCOR

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Kathleen S. Wright Associates's DCOR Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 5.1% in Q3 2025, buying an estimated $54.8K and bringing the position to 16,342 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #46.

Kathleen S. Wright Associates first reported a position in DCOR in Q1 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold DCOR as of Q3 2025.

  • Kathleen S. Wright Associates held 16,342 shares of Dimensional US Core Equity 1 ETF worth $1.18M as of Q3 2025.
  • Kathleen S. Wright Associates bought 788 Dimensional US Core Equity 1 ETF shares in Q3 2025, an estimated $54.8K.
  • Dimensional US Core Equity 1 ETF made up 0.44% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #46 holding.
  • Kathleen S. Wright Associates first reported a position in Dimensional US Core Equity 1 ETF in Q1 2024 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.