MWM
DCOR icon

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

Modera 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 		$2.79M Hold
34,014
– – 0.03% 239
2026
Q1 		$2.45M Buy
34,014
+1
+0% +$75 0.03% 241
2025
Q4 		$2.5M Buy
34,013
+1
+0% +$73 0.03% 243
2025
Q3 		$2.45M Buy
34,012
+1
+0% +$70 0.03% 242
2025
Q2 		$2.27M Buy
34,011
+8,704
+34% +$542K 0.03% 244
2025
Q1 		$1.55M Buy
25,307
+2,532
+11% +$163K 0.02% 272
2024
Q4 		$1.46M Buy
22,775
+370
+2% +$24.1K 0.02% 280
2024
Q3 		$1.42M Buy
22,405
+24
+0.1% +$1.46K 0.02% 265
2024
Q2 		$1.33M Buy
+22,381
New +$1.3M 0.02% 262

Other funds holding DCOR

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
SHFA
SC&H Financial Advisors Sparks, Maryland $754M AUM 22.47% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

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

Modera Wealth Management held its Dimensional US Core Equity 1 ETF (DCOR) position steady in Q2 2026 at 34,014 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #239.

Modera Wealth Management first reported a position in DCOR in Q2 2024 and has held it in 9 quarters since. 154 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Modera Wealth Management held 34,014 shares of Dimensional US Core Equity 1 ETF worth $2.79M as of Q2 2026.
  • Modera Wealth Management left its Dimensional US Core Equity 1 ETF share count unchanged in Q2 2026.
  • Dimensional US Core Equity 1 ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Modera Wealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 154 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.