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

Shepherd 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	$914K	Buy	+11,155	New	+$885K	0.08%	124

Other funds holding DCOR

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

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

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

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

Shepherd Financial Partners opened a new position in Dimensional US Core Equity 1 ETF (DCOR) in Q2 2026: 11,155 shares worth $914K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings.

242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Shepherd Financial Partners held 11,155 shares of Dimensional US Core Equity 1 ETF worth $914K as of Q2 2026.
Dimensional US Core Equity 1 ETF was a new Shepherd Financial Partners position in Q2 2026.
Dimensional US Core Equity 1 ETF made up 0.08% of Shepherd Financial Partners's portfolio in Q2 2026, its #124 holding.
242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.