Root Financial Partners’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Root Financial Partners’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	$643K	Buy	+8,924	New	+$666K	0.03%	140

Other funds holding DCOR

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Root Financial Partners's DCOR Position: Q1 2026 in Review

Root Financial Partners opened a new position in Dimensional US Core Equity 1 ETF (DCOR) in Q1 2026: 8,924 shares worth $643K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings.

216 funds tracked by Wall St. Rank hold DCOR as of Q1 2026.

Root Financial Partners held 8,924 shares of Dimensional US Core Equity 1 ETF worth $643K as of Q1 2026.
Dimensional US Core Equity 1 ETF was a new Root Financial Partners position in Q1 2026.
Dimensional US Core Equity 1 ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #140 holding.
216 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.