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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
Q2 		$606K Sell
7,392
-1,532
-17% -$122K 0.02% 170
2026
Q1 		$643K Buy
+8,924
New +$666K 0.03% 140

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

Root Financial Partners's DCOR Position: Q2 2026 in Review

Root Financial Partners reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 17% in Q2 2026, selling an estimated $122K and leaving 7,392 shares worth $606K. The position accounts for 0.02% of the portfolio, ranked #170.

Root Financial Partners first reported a position in DCOR in Q1 2026 and has held it in 2 quarters since. The position peaked at $643K in Q1 2026. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Root Financial Partners held 7,392 shares of Dimensional US Core Equity 1 ETF worth $606K as of Q2 2026.
  • Root Financial Partners sold 1,532 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $122K.
  • Dimensional US Core Equity 1 ETF made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #170 holding.
  • Root Financial Partners first reported a position in Dimensional US Core Equity 1 ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Dimensional US Core Equity 1 ETF position peaked at $643K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.