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Summit Wealth Group (Colorado)’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.15M Buy
14,002
+257
+2% +$20.4K 0.1% 119
2026
Q1 		$991K Hold
13,745
– – 0.1% 107
2025
Q4 		$1.01M Buy
+13,745
New +$1,000K 0.13% 96
2025
Q3 		– Sell
-13,745
Closed -$919K – 508
2025
Q2 		$919K Buy
+13,745
New +$855K 0.23% 93

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

Summit Wealth Group (Colorado)'s DCOR Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Dimensional US Core Equity 1 ETF (DCOR) stake by 1.9% in Q2 2026, buying an estimated $20.4K and bringing the position to 14,002 shares worth $1.15M. The position accounts for 0.1% of the portfolio, ranked #119.

Summit Wealth Group (Colorado) first reported a position in DCOR in Q2 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Summit Wealth Group (Colorado) held 14,002 shares of Dimensional US Core Equity 1 ETF worth $1.15M as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 257 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $20.4K.
  • Dimensional US Core Equity 1 ETF made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #119 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional US Core Equity 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.