Wealth Advisors Northwest’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Wealth Advisors Northwest’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	$5.8M	Buy	70,691 +14,782	+26%	+$1.17M	1.98%	12
2026 Q1	$4.03M	Buy	55,909 +4,526	+9%	+$338K	1.69%	13
2025 Q4	$3.78M	Buy	51,383 +12,434	+32%	+$904K	1.68%	13
2025 Q3	$2.8M	Buy	38,949 +25,521	+190%	+$1.78M	1.35%	14
2025 Q2	$898K	Buy	13,428 +4,587	+52%	+$285K	0.47%	31
2025 Q1	$542K	Buy	8,841 +358	+4%	+$23.1K	0.34%	31
2024 Q4	$544K	Buy	+8,483	New	+$552K	0.37%	30

Other funds holding DCOR

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

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

BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $153M AUM 14.65% 1-Year Est. Return

Hutchens & Kramer Investment Management Group Carmel, Indiana $373M AUM 23.42% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return