MCM
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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

LI
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
SF
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. 74 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.
  • 74 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.