DCOR — DIMENSIONAL ETF TRUST

Ownership history in Keystone Financial Services  ·  3 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Services 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
0.08% (2025 Q1)
Avg. % of fund
0.08%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,617 +35 +1.0% 0.08% $260K $71.76
2025 Q2 ADDED 3,582 +4 +0.1% 0.08% $239K $66.50
2025 Q1 INITIATED 3,578 — — 0.08% $219K $60.84
% 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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