Quantum Financial Advisors’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Quantum Financial Advisors’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	$73.4M	Buy	894,764 +63,441	+8%	+$5.03M	7.26%	3
2026 Q1	$59.9M	Buy	831,323 +606,473	+270%	+$45.3M	6.72%	3
2025 Q4	$16.6M	Sell	224,850 -2,255	-1%	-$164K	1.86%	15
2025 Q3	$16.3M	Sell	227,105 -11,912	-5%	-$829K	1.99%	15
2025 Q2	$16M	Sell	239,017 -30,931	-11%	-$1.92M	2.16%	15
2025 Q1	$16.6M	Buy	+269,948	New	+$17.4M	2.47%	12

Other funds holding DCOR

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 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

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

AFA

Amicus Financial Advisors Lubbock, Texas $407M AUM

HKIMG

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

Quantum Financial Advisors's DCOR Position: Q2 2026 in Review

Quantum Financial Advisors increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 7.6% in Q2 2026, buying an estimated $5.03M and bringing the position to 894,764 shares worth $73.4M. The position accounts for 7.26% of the portfolio, ranked #3.

Quantum Financial Advisors first reported a position in DCOR in Q1 2025 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Quantum Financial Advisors held 894,764 shares of Dimensional US Core Equity 1 ETF worth $73.4M as of Q2 2026.
Quantum Financial Advisors bought 63,441 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $5.03M.
Dimensional US Core Equity 1 ETF made up 7.26% of Quantum Financial Advisors's portfolio in Q2 2026, its #3 holding.
Quantum Financial Advisors first reported a position in Dimensional US Core Equity 1 ETF in Q1 2025 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.