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Monograph Wealth Advisors’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Monograph Wealth Advisors’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 		$46.5M Buy
567,396
+48,281
+9% +$3.83M 3.82% 5
2026
Q1 		$37.4M Buy
519,115
+42,869
+9% +$3.2M 3.55% 5
2025
Q4 		$35.1M Buy
476,246
+41,362
+10% +$3.01M 3.44% 6
2025
Q3 		$31.3M Buy
434,884
+26,140
+6% +$1.82M 3.17% 8
2025
Q2 		$27.3M Sell
408,744
-49,570
-11% -$3.08M 3.37% 6
2025
Q1 		$28.1M Sell
458,314
-3,030
-0.7% -$195K 3.83% 4
2024
Q4 		$29.6M Buy
461,344
+1,265
+0.3% +$82.3K 3.91% 4
2024
Q3 		$29.1M Buy
460,079
+127,975
+39% +$7.8M 3.79% 4
2024
Q2 		$19.8M Buy
332,104
+22,695
+7% +$1.32M 2.89% 7
2024
Q1 		$18.1M Buy
309,409
+24,369
+9% +$1.35M 2.66% 7
2023
Q4 		$15.2M Buy
+285,040
New +$14.2M 2.74% 7

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

Monograph Wealth Advisors's DCOR Position: Q2 2026 in Review

Monograph Wealth Advisors increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 9.3% in Q2 2026, buying an estimated $3.83M and bringing the position to 567,396 shares worth $46.5M. The position accounts for 3.82% of the portfolio, ranked #5.

Monograph Wealth Advisors first reported a position in DCOR in Q4 2023 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Monograph Wealth Advisors held 567,396 shares of Dimensional US Core Equity 1 ETF worth $46.5M as of Q2 2026.
  • Monograph Wealth Advisors bought 48,281 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $3.83M.
  • Dimensional US Core Equity 1 ETF made up 3.82% of Monograph Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Monograph Wealth Advisors first reported a position in Dimensional US Core Equity 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Monograph Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.