KWM
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KFG Wealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

KFG Wealth Management’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 		$33.4M Sell
407,966
-1,373
-0.3% -$109K 3.78% 7
2026
Q1 		$29.5M Buy
409,339
+69,972
+21% +$5.23M 3.81% 7
2025
Q4 		$25M Buy
339,367
+24,799
+8% +$1.8M 3.34% 7
2025
Q3 		$22.6M Buy
314,568
+11,552
+4% +$803K 3.27% 7
2025
Q2 		$20.3M Buy
303,016
+8,778
+3% +$546K 3.26% 6
2025
Q1 		$18M Buy
294,238
+4,250
+1% +$274K 3.28% 7
2024
Q4 		$18.6M Buy
289,988
+82,373
+40% +$5.36M 3.48% 6
2024
Q3 		$13.2M Buy
207,615
+174,808
+533% +$10.6M 2.86% 9
2024
Q2 		$1.95M Buy
32,807
+9,692
+42% +$563K 0.77% 31
2024
Q1 		$1.36M Buy
+23,115
New +$1.28M 0.56% 38

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

KFG Wealth Management's DCOR Position: Q2 2026 in Review

KFG Wealth Management reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 0.34% in Q2 2026, selling an estimated $109K and leaving 407,966 shares worth $33.4M. The position accounts for 3.78% of the portfolio, ranked #7.

KFG Wealth Management first reported a position in DCOR in Q1 2024 and has held it in 10 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • KFG Wealth Management held 407,966 shares of Dimensional US Core Equity 1 ETF worth $33.4M as of Q2 2026.
  • KFG Wealth Management sold 1,373 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $109K.
  • Dimensional US Core Equity 1 ETF made up 3.78% of KFG Wealth Management's portfolio in Q2 2026, its #7 holding.
  • KFG Wealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.