YWM
DCOR icon

Yardley Wealth Management’s Dimensional US Core Equity 1 ETF DCOR Stock Holding History

Yardley Wealth Management’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 		$476K Sell
5,806
-112
-2% -$8.88K 0.22% 26
2026
Q1 		$427K Sell
5,918
-870
-13% -$65K 0.22% 26
2025
Q4 		$500K Hold
6,788
– – 0.27% 26
2025
Q3 		$488K Hold
6,788
– – 0.27% 26
2025
Q2 		$454K Buy
6,788
+943
+16% +$58.7K 0.25% 28
2025
Q1 		$358K Buy
+5,845
New +$377K 0.21% 33

Other funds holding DCOR

LI
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RWM
Riverchase Wealth Management Flower Mound, Texas $215M AUM 14.84% 1-Year Est. Return
SF
SageOak Financial Tulsa, Oklahoma $154M AUM 14.65% 1-Year Est. Return
CPWM
Cypress Point Wealth Management Dallas, Texas $492M AUM 22.57% 1-Year Est. Return

Yardley Wealth Management's DCOR Position: Q2 2026 in Review

Yardley Wealth Management reduced its Dimensional US Core Equity 1 ETF (DCOR) stake by 1.9% in Q2 2026, selling an estimated $8.88K and leaving 5,806 shares worth $476K. The position accounts for 0.22% of the portfolio, ranked #26.

Yardley Wealth Management first reported a position in DCOR in Q1 2025 and has held it in 6 quarters since. The position peaked at $500K in Q4 2025. 75 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Yardley Wealth Management held 5,806 shares of Dimensional US Core Equity 1 ETF worth $476K as of Q2 2026.
  • Yardley Wealth Management sold 112 Dimensional US Core Equity 1 ETF shares in Q2 2026, an estimated $8.88K.
  • Dimensional US Core Equity 1 ETF made up 0.22% of Yardley Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Yardley Wealth Management first reported a position in Dimensional US Core Equity 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • Yardley Wealth Management's Dimensional US Core Equity 1 ETF position peaked at $500K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Dimensional US Core Equity 1 ETF as of Q2 2026.

Based on Yardley Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.