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Michael A Dubis Financial Planning’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Michael A Dubis Financial Planning’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
Q1 		$1.32M Buy
21,585
+1,235
+6% +$79.6K 1.29% 14
2024
Q4 		$1.31M Buy
+20,350
New +$1.32M 1.26% 14

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

Michael A Dubis Financial Planning's DCOR Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 6.1% in Q1 2025, buying an estimated $79.6K and bringing the position to 21,585 shares worth $1.32M. The position accounts for 1.29% of the portfolio, ranked #14.

Michael A Dubis Financial Planning first reported a position in DCOR in Q4 2024 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold DCOR as of Q1 2025.

  • Michael A Dubis Financial Planning held 21,585 shares of Dimensional US Core Equity 1 ETF worth $1.32M as of Q1 2025.
  • Michael A Dubis Financial Planning bought 1,235 Dimensional US Core Equity 1 ETF shares in Q1 2025, an estimated $79.6K.
  • Dimensional US Core Equity 1 ETF made up 1.29% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #14 holding.
  • Michael A Dubis Financial Planning first reported a position in Dimensional US Core Equity 1 ETF in Q4 2024 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.