PFM
DCOR icon

Phillips Financial Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Phillips Financial 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
Q1 		$371K Sell
5,146
-92
-2% -$6.87K 0.03% 155
2025
Q4 		$386K Buy
5,238
+50
+1% +$3.64K 0.02% 155
2025
Q3 		$373K Sell
5,188
-252
-5% -$17.5K 0.02% 159
2025
Q2 		$364K Buy
5,440
+569
+12% +$35.4K 0.03% 154
2025
Q1 		$299K Buy
4,871
+456
+10% +$29.4K 0.02% 157
2024
Q4 		$283K Sell
4,415
-615
-12% -$40K 0.02% 152
2024
Q3 		$319K Buy
5,030
+2,755
+121% +$168K 0.02% 153
2024
Q2 		$135K Buy
2,275
+2,100
+1,200% +$122K 0.01% 195
2024
Q1 		$10.3K Hold
175
– – ﹤0.01% 239
2023
Q4 		$9.36K Buy
+175
New +$8.7K ﹤0.01% 226

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return