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Prospect Financial Group’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Prospect Financial Group’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 		$9.25M Sell
112,825
-620
-0.5% -$49.2K 7.45% 2
2026
Q1 		$8.18M Sell
113,445
-1,327
-1% -$99.1K 7.55% 2
2025
Q4 		$8.45M Sell
114,772
-1,040
-0.9% -$75.6K 7.86% 2
2025
Q3 		$8.33M Buy
115,812
+2,588
+2% +$180K 8.14% 1
2025
Q2 		$7.57M Buy
+113,224
New +$7.04M 7.92% 2

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
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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Prospect Financial Group's DCOR Position: Q2 2026 in Review

Prospect Financial Group reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 0.55% in Q2 2026, selling an estimated $49.2K and leaving 112,825 shares worth $9.25M. The position accounts for 7.45% of the portfolio, ranked #2.

Prospect Financial Group first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Prospect Financial Group held 112,825 shares of Dimensional US Core Equity 1 ETF worth $9.25M as of Q2 2026.
  • Prospect Financial Group sold 620 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $49.2K.
  • Dimensional US Core Equity 1 ETF made up 7.45% of Prospect Financial Group's portfolio in Q2 2026, its #2 holding.
  • Prospect Financial Group first reported a position in Dimensional US Core Equity 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Prospect Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.