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

SageOak Financial’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	$22.3M	Buy	271,900 +1,707	+0.6%	+$135K	14.5%	2
2026 Q1	$19.5M	Buy	270,193 +5,694	+2%	+$425K	13.68%	2
2025 Q4	$19.5M	Sell	264,499 -5,749	-2%	-$418K	14.09%	2
2025 Q3	$19.4M	Buy	270,248 +7,330	+3%	+$510K	14.3%	2
2025 Q2	$17.6M	Buy	262,918 +34,596	+15%	+$2.15M	14.06%	2
2025 Q1	$14M	Buy	228,322 +25,875	+13%	+$1.67M	12.41%	3
2024 Q4	$13M	Buy	+202,447	New	+$13.2M	11.87%	3

Other funds holding DCOR

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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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

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

SageOak Financial's DCOR Position: Q2 2026 in Review

SageOak Financial increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 0.63% in Q2 2026, buying an estimated $135K and bringing the position to 271,900 shares worth $22.3M. The position accounts for 14.5% of the portfolio, ranked #2.

SageOak Financial first reported a position in DCOR in Q4 2024 and has held it in 7 quarters since. 54 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

SageOak Financial held 271,900 shares of Dimensional US Core Equity 1 ETF worth $22.3M as of Q2 2026.
SageOak Financial bought 1,707 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $135K.
Dimensional US Core Equity 1 ETF made up 14.5% of SageOak Financial's portfolio in Q2 2026, its #2 holding.
SageOak Financial first reported a position in Dimensional US Core Equity 1 ETF in Q4 2024 and has held it in 7 quarters since.
54 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on SageOak Financial's 13F filing for Q2 2026, filed 14 Jul 2026.