DCOR — DIMENSIONAL ETF TRUST

Ownership history in WorthPointe, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, 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
1.67% (2025 Q4)
Avg. % of fund
0.64%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 86,370 +60,769 +237.4% 1.67% $6.4M $73.63
2025 Q3 ADDED 25,601 +22,136 +638.8% 0.69% $1.8M $71.76
2025 Q2 ADDED 3,465 +9 +0.3% 0.10% $232K $66.50
2025 Q1 INITIATED 3,456 — — 0.09% $212K $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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