Geneos Wealth Management Inc. DCOR — DIMENSIONAL ETF TRUST

Ownership history in Geneos Wealth Management Inc.  ·  6 quarters on record

AI Ownership Summary

Geneos Wealth Management Inc. reported DIMENSIONAL ETF TRUST (DCOR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2024 Q4. The latest visible filing shows DCOR at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DCOR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Geneos Wealth Management Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DCOR was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DCOR stock page Geneos Wealth Management Inc. fund profile Geneos Wealth Management Inc. full holdings
How Geneos Wealth Management Inc. held DCOR — position size vs. price
% of Fund (quarterly)    DCOR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 330,301 +30,771 +10.3% 0.55% $23.8M 2026-05-05 $79.22
2025 Q4 REDUCED — — — 299,530 -8,812 -2.9% 0.54% $22.1M 2026-01-28 $75.55
2025 Q3 ADDED — — — 308,342 +9,814 +3.3% 0.56% $22.2M 2025-10-22 $71.36
2025 Q2 ADDED — — — 298,528 +11,111 +3.9% 0.49% $20.0M 2025-08-18 $69.15
2025 Q1 ADDED — — — 287,417 +10,315 +3.7% 0.45% $17.6M 2025-05-08 $61.09
2024 Q4 INITIATED — — — 277,102 — — 0.62% $17.8M 2025-01-21 $65.47

🏢 Other funds also holding DCOR

As of 2026 Q1 — sorted by position size

Your Advocates Ltd., LLP 3Y 23.37% BCO Wealth Management LLC 17.24% SageOak Financial, LLC 13.68% Keyes, Stange & Wooten Wealth Management, LLC 12.3% RIVERCHASE WEALTH MANAGEMENT, LLC 11.92% HEFFERNAN ADVISORY, INC 9.89% Vantage Point Financial LLC 7.62% Rather & Kittrell, Inc. 3Y 7.47% GREAT OAK CAPITAL PARTNERS, LLC 6.88% Quantum Financial Advisors, LLC 3Y 6.72%

FAQ About Geneos Wealth Management Inc. and DCOR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Geneos Wealth Management Inc. reported owning DCOR?

Geneos Wealth Management Inc. reported DCOR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DCOR position in Geneos Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for DCOR was 0.62% in 2024 Q4.

What is the latest reported DCOR position on this page?

The most recent filing on this page is 2026 Q1, when Geneos Wealth Management Inc. reported 330,301 shares, equal to 0.55% of portfolio, with an estimated market value of $23.8M.

What does the chart on this DCOR ownership page compare?

The chart compares Geneos Wealth Management Inc.'s quarterly DCOR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Geneos Wealth Management Inc. time their DCOR position?

Based on 13F filing dates vs. subsequent DCOR price moves, Geneos Wealth Management Inc. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on DCOR relative to SPY over the holding period was -0.5%.

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