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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
Q2 		$10.8K Sell
131
-5,015
-97% -$398K ﹤0.01% 272
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 $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

Phillips Financial Management's DCOR Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 97% in Q2 2026, selling an estimated $398K and leaving 131 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Phillips Financial Management first reported a position in DCOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $386K in Q4 2025. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Phillips Financial Management held 131 shares of Dimensional US Core Equity 1 ETF worth $10.8K as of Q2 2026.
  • Phillips Financial Management sold 5,015 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $398K.
  • Dimensional US Core Equity 1 ETF made up ﹤0.01% of Phillips Financial Management's portfolio in Q2 2026, its #272 holding.
  • Phillips Financial Management first reported a position in Dimensional US Core Equity 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • Phillips Financial Management's Dimensional US Core Equity 1 ETF position peaked at $386K in Q4 2025.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

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