LRI Investments’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

LRI Investments’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	$87.9M	Buy	1,071,907 +82,430	+8%	+$6.54M	7.07%	3
2026 Q1	$71.3M	Buy	989,477 +267,541	+37%	+$20M	6.32%	3
2025 Q4	$53.2M	Buy	721,936 +90,552	+14%	+$6.59M	4.29%	3
2025 Q3	$45.4M	Buy	631,384 +223,454	+55%	+$15.5M	3.72%	3
2025 Q2	$27.3M	Buy	407,930 +282,159	+224%	+$17.6M	2.32%	7
2025 Q1	$7.71M	Buy	125,771 +108,561	+631%	+$6.99M	0.75%	20
2024 Q4	$1.1M	Buy	17,210 +2	+0%	+$130	0.11%	75
2024 Q3	$1.13M	Buy	17,208 +3,240	+23%	+$197K	0.11%	78
2024 Q2	$831K	Sell	13,968 -401	-3%	-$23.3K	0.09%	76
2024 Q1	$843K	Buy	+14,369	New	+$797K	0.21%	54

Other funds holding DCOR

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return