DCOR — DIMENSIONAL ETF TRUST

Ownership history in Essential Planning, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in DIMENSIONAL ETF TRUST (DCOR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.38% (2025 Q4)
Avg. % of fund
1.1%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 101,515 +30,000 +41.9% 2.38% $7.5M $73.63
2025 Q3 ADDED 71,515 +26,501 +58.9% 1.77% $5.1M $71.76
2025 Q2 ADDED 45,014 +13,826 +44.3% 1.12% $3.0M $66.50
2025 Q1 REDUCED 31,188 -686,491 -95.7% 0.77% $1.9M $60.84
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DCOR price (monthly, adj. close)

Other funds also holding DCOR

As of 2025 Q4 — sorted by position size

Your Advocates Ltd., LLP 3Y 23.99% Keyes, Stange & Wooten Wealth Management, LLC 12.03% Rather & Kittrell, Inc. 3Y 7.29% GREAT OAK CAPITAL PARTNERS, LLC 7.16% Gunpowder Capital Management, LLC dba Oliver Wealth Management 6.75% Sageworth Trust Co of South Dakota 3Y 5.77% Hutchens & Kramer Investment Management Group, LLC 3Y 5.08% SC&H Financial Advisors, Inc. 3Y 4.61% LRI Investments, LLC 4.29% Annandale Capital, LLC 3Y 3.87%
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