XY Planning Network’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

XY Planning Network’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	$9.78M	Buy	119,331 +13,112	+12%	+$1.04M	1.23%	21
2026 Q1	$7.7M	Buy	106,219 +10,160	+11%	+$759K	1.23%	19
2025 Q4	$7.07M	Buy	96,059 +82,881	+629%	+$6.03M	1.23%	18
2025 Q3	$881K	Hold	13,178	–	–	0.3%	75
2025 Q2	$881K	Buy	13,178 +6,100	+86%	+$380K	0.3%	75
2025 Q1	$434K	Buy	+7,078	New	+$456K	0.29%	68

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

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

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

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