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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

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Sax Wealth Advisors's DCOR Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 10% in Q2 2026, selling an estimated $278K and leaving 30,561 shares worth $2.2M. The position accounts for 0.09% of the portfolio, ranked #140.

Sax Wealth Advisors first reported a position in DCOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.66M in Q3 2025. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Sax Wealth Advisors held 30,561 shares of Dimensional US Core Equity 1 ETF worth $2.2M as of Q2 2026.
  • Sax Wealth Advisors sold 3,503 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $278K.
  • Dimensional US Core Equity 1 ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #140 holding.
  • Sax Wealth Advisors first reported a position in Dimensional US Core Equity 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • Sax Wealth Advisors's Dimensional US Core Equity 1 ETF position peaked at $2.66M in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.