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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

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

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. 242 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.
  • 242 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.