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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
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 – 299
2025
Q2 		$919K Buy
+13,745
New +$855K 0.23% 93

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $328M AUM 19.81% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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 $648M AUM 14.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Summit Wealth Group (Colorado)'s DCOR Position: Q1 2026 in Review

Summit Wealth Group (Colorado) held its Dimensional US Core Equity 1 ETF (DCOR) position steady in Q1 2026 at 13,745 shares worth $991K. The position accounts for 0.1% of the portfolio, ranked #107.

Summit Wealth Group (Colorado) first reported a position in DCOR in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 215 funds tracked by Wall St. Rank hold DCOR as of Q1 2026.

  • Summit Wealth Group (Colorado) held 13,745 shares of Dimensional US Core Equity 1 ETF worth $991K as of Q1 2026.
  • Summit Wealth Group (Colorado) left its Dimensional US Core Equity 1 ETF share count unchanged in Q1 2026.
  • Dimensional US Core Equity 1 ETF made up 0.1% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #107 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional US Core Equity 1 ETF in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Dimensional US Core Equity 1 ETF position peaked at $1.01M in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.