Phillips Financial Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $364K | Buy |
5,440
+569
| +12% | +$38K | 0.03% | 154 |
|
2025
Q1 | $299K | Buy |
4,871
+456
| +10% | +$28K | 0.02% | 157 |
|
2024
Q4 | $283K | Sell |
4,415
-615
| -12% | -$39.5K | 0.02% | 152 |
|
2024
Q3 | $319K | Buy |
5,030
+2,755
| +121% | +$175K | 0.02% | 153 |
|
2024
Q2 | $135K | Buy |
2,275
+2,100
| +1,200% | +$125K | 0.01% | 195 |
|
2024
Q1 | $10.3K | Hold |
175
| – | – | ﹤0.01% | 239 |
|
2023
Q4 | $9.36K | Buy |
+175
| New | +$9.36K | ﹤0.01% | 226 |
|