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McGlone Suttner Wealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-904
Closed -$48.3K – 307
2023
Q4 		$48.3K Buy
+904
New +$44.9K 0.01% 292

Other funds holding DCOR

YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return

McGlone Suttner Wealth Management's DCOR Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Dimensional US Core Equity 1 ETF (DCOR) in Q1 2024, closing a stake of 904 shares — an estimated $48.3K sold.

McGlone Suttner Wealth Management first reported a position in DCOR in Q4 2023 and held it in 1 quarter. The position peaked at $48.3K in Q4 2023. 76 funds tracked by Wall St. Rank hold DCOR as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Dimensional US Core Equity 1 ETF position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 904 Dimensional US Core Equity 1 ETF shares in Q1 2024, an estimated $48.3K.
  • McGlone Suttner Wealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Dimensional US Core Equity 1 ETF position peaked at $48.3K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.