SWA
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Sax Wealth Advisors’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Sax Wealth 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 		$2.2M Sell
30,561
-3,503
-10% -$278K 0.09% 140
2026
Q1 		$2.51M Hold
34,064
– – 0.12% 106
2025
Q4 		$2.51M Sell
34,064
-2,920
-8% -$212K 0.12% 108
2025
Q3 		$2.66M Buy
36,984
+2,539
+7% +$177K 0.14% 91
2025
Q2 		$2.3M Buy
34,445
+16,027
+87% +$997K 0.14% 92
2025
Q1 		$1.13M Buy
18,418
+6,292
+52% +$405K 0.08% 128
2024
Q4 		$778K Buy
12,126
+608
+5% +$39.6K 0.06% 145
2024
Q3 		$730K Buy
11,518
+1,224
+12% +$74.6K 0.07% 118
2024
Q2 		$613K Buy
10,294
+1,610
+19% +$93.5K 0.06% 126
2024
Q1 		$509K Buy
8,684
+4,607
+113% +$255K 0.06% 114
2023
Q4 		$218K Buy
+4,077
New +$203K 0.04% 176

Other funds holding DCOR

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
HKIMG
Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $255M AUM 21.91% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return