SFP
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SwitchPoint Financial Planning’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

SwitchPoint Financial Planning’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
2025
Q2 		– Sell
-24,402
Closed -$1.5M – 61
2025
Q1 		$1.5M Buy
+24,402
New +$1.57M 1.42% 20

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SwitchPoint Financial Planning's DCOR Position: Q2 2025 in Review

SwitchPoint Financial Planning sold out of Dimensional US Core Equity 1 ETF (DCOR) in Q2 2025, closing a stake of 24,402 shares — an estimated $1.5M sold.

SwitchPoint Financial Planning first reported a position in DCOR in Q1 2025 and held it in 1 quarter. The position peaked at $1.5M in Q1 2025. 178 funds tracked by Wall St. Rank hold DCOR as of Q2 2025.

  • SwitchPoint Financial Planning reported no remaining Dimensional US Core Equity 1 ETF position as of Q2 2025 after selling out during the quarter.
  • SwitchPoint Financial Planning sold 24,402 Dimensional US Core Equity 1 ETF shares in Q2 2025, an estimated $1.5M.
  • SwitchPoint Financial Planning first reported a position in Dimensional US Core Equity 1 ETF in Q1 2025 and held it in 1 quarter.
  • SwitchPoint Financial Planning's Dimensional US Core Equity 1 ETF position peaked at $1.5M in Q1 2025.
  • 178 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2025.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2025, filed 1 Aug 2025.