Wealthspire Advisors (New York)’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Wealthspire Advisors (New York)’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	$4.78M	Sell	66,362 -2	-0%	-$149	0.04%	168
2025 Q4	$4.89M	Sell	66,364 -17,002	-20%	-$1.24M	0.04%	166
2025 Q3	$6M	Buy	83,366 +14	+0%	+$974	0.03%	150
2025 Q2	$5.57M	Buy	83,352 +33,582	+67%	+$2.09M	0.03%	154
2025 Q1	$3.05M	Buy	49,770 +8,604	+21%	+$554K	0.02%	207
2024 Q4	$2.64M	Buy	41,166 +23,334	+131%	+$1.52M	0.03%	209
2024 Q3	$1.13M	Buy	+17,832	New	+$1.09M	0.01%	352

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 $350M AUM 21.03% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $4.53B AUM 21.1% 1-Year Est. Return

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

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Wealthspire Advisors (New York)'s DCOR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 0% in Q1 2026, selling an estimated $149 and leaving 66,362 shares worth $4.78M. The position accounts for 0.04% of the portfolio, ranked #168.

Wealthspire Advisors (New York) first reported a position in DCOR in Q3 2024 and has held it in 7 quarters since. The position peaked at $6M in Q3 2025. 216 funds tracked by Wall St. Rank hold DCOR as of Q1 2026.

Wealthspire Advisors (New York) held 66,362 shares of Dimensional US Core Equity 1 ETF worth $4.78M as of Q1 2026.
Wealthspire Advisors (New York) sold 2 Dimensional US Core Equity 1 ETF shares in Q1 2026, an estimated $149.
Dimensional US Core Equity 1 ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #168 holding.
Wealthspire Advisors (New York) first reported a position in Dimensional US Core Equity 1 ETF in Q3 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Dimensional US Core Equity 1 ETF position peaked at $6M in Q3 2025.
216 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.