Morton Capital Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Morton Capital 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	$12.6M	Sell	154,034 -522	-0.3%	-$41.4K	1.73%	10
2026 Q1	$11.1M	Buy	154,556 +15,284	+11%	+$1.14M	1.66%	10
2025 Q4	$10.3M	Buy	139,272 +11,910	+9%	+$866K	1.57%	11
2025 Q3	$9.16M	Buy	127,362 +25,408	+25%	+$1.77M	1.5%	11
2025 Q2	$6.82M	Buy	101,954 +30,642	+43%	+$1.91M	1.21%	11
2025 Q1	$4.37M	Buy	71,312 +14,126	+25%	+$910K	0.84%	14
2024 Q4	$3.67M	Buy	57,186 +5,222	+10%	+$340K	0.69%	16
2024 Q3	$3.29M	Buy	51,964 +24,894	+92%	+$1.52M	0.65%	15
2024 Q2	$1.61M	Buy	27,070 +14,066	+108%	+$817K	0.38%	25
2024 Q1	$763K	Buy	13,004 +4,573	+54%	+$254K	0.21%	45
2023 Q4	$451K	Buy	+8,431	New	+$419K	0.13%	62

Other funds holding DCOR

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

QFA

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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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

GOCP

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

RWM

Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return

CPWM

Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Morton Capital Management's DCOR Position: Q2 2026 in Review

Morton Capital Management reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 0.34% in Q2 2026, selling an estimated $41.4K and leaving 154,034 shares worth $12.6M. The position accounts for 1.73% of the portfolio, ranked #10.

Morton Capital Management first reported a position in DCOR in Q4 2023 and has held it in 11 quarters since. 71 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Morton Capital Management held 154,034 shares of Dimensional US Core Equity 1 ETF worth $12.6M as of Q2 2026.
Morton Capital Management sold 522 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $41.4K.
Dimensional US Core Equity 1 ETF made up 1.73% of Morton Capital Management's portfolio in Q2 2026, its #10 holding.
Morton Capital Management first reported a position in Dimensional US Core Equity 1 ETF in Q4 2023 and has held it in 11 quarters since.
71 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.