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Triad Wealth Partners’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Triad Wealth 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 		$2.09M Sell
24,947
-8,104
-25% -$643K 0.12% 115
2026
Q1 		$2.38M Buy
33,051
+3,740
+13% +$279K 0.19% 91
2025
Q4 		$2.16M Buy
29,311
+5,901
+25% +$429K 0.21% 83
2025
Q3 		$1.68M Buy
23,410
+14,486
+162% +$1.01M 0.22% 77
2025
Q2 		$597K Buy
+8,924
New +$555K 0.12% 132

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

Triad Wealth Partners's DCOR Position: Q2 2026 in Review

Triad Wealth Partners reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 25% in Q2 2026, selling an estimated $643K and leaving 24,947 shares worth $2.09M. The position accounts for 0.12% of the portfolio, ranked #115.

Triad Wealth Partners first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q1 2026. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Triad Wealth Partners held 24,947 shares of Dimensional US Core Equity 1 ETF worth $2.09M as of Q2 2026.
  • Triad Wealth Partners sold 8,104 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $643K.
  • Dimensional US Core Equity 1 ETF made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Triad Wealth Partners first reported a position in Dimensional US Core Equity 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • Triad Wealth Partners's Dimensional US Core Equity 1 ETF position peaked at $2.38M in Q1 2026.
  • 242 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

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