13F Insight
DOSSIER · 13F Holders · Q3 2026
DCOR

DFA US Core Equity 1 ETF

37 institutions still hold DFA US Core Equity 1 ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25239Y220·37 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$272M
visible holders
Holders
37
filers reporting
Concentration
14.95%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors #1
top holder share
AI Holders Summary · Q3 2026

37 institutions reported DCOR in Q3 2026. C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors leads at 14.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CIK 0001965756
$41M492K2.00%Q3 202602
KFG WEALTH MANAGEMENT, LLC
CIK 0001919344
$36M439K3.94%Q3 202603
BCO Wealth Management LLC
CIK 0002054749
$35M417K18.60%Q3 202604
BEACON HILL WEALTH MANAGEMENT LTD.
CIK 0002147314
$34M417K21.00%Q3 202605
SageOak Financial, LLC
CIK 0002055829
$23M274K14.71%Q3 202606
Essential Planning, LLC.
CIK 0001949824
$17M202K4.58%Q3 202607
Morton Capital Management LLC/CA
CIK 0002002628
$13M153K1.53%Q3 202608
BIP Wealth, LLC
CIK 0001590214
$11M133K0.30%Q3 202609
ABLE Financial Group, LLC
CIK 0001977500
$9M112K1.44%Q3 202610
XY Planning Network, Inc.
CIK 0001873438
$9M110K0.98%Q3 202611
Elser Financial Planning, Inc
CIK 0002028202
$8M101K0.37%Q3 202612
Selective Wealth Management, Inc.
CIK 0001755670
$8M96K1.88%Q3 202613
Simplicity Wealth,LLC
CIK 0001913243
$7M80K0.19%Q3 202614
ENTREWEALTH, LLC
CIK 0002052200
$6M71K2.09%Q3 202615
Krilogy Financial LLC
CIK 0001659047
$4M47K0.11%Q3 202616
Outbound Financial Inc
CIK 0002144328
$3M41K2.17%Q3 202617
BluePrint Investing LLC
CIK 0002108872
$2M27K1.72%Q3 202618
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$2M25K0.03%Q3 202619
marrick wealth, LLC
CIK 0002109850
$2M25K1.46%Q3 202620
SAX WEALTH ADVISORS, LLC
CIK 0001846150
$2M25K0.06%Q3 2026
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