ELEVATE WEALTH ADVISORY, INC
Position in DCOR — Dimensional US Core Equity 1 ETF
CIK 2011651
ATHENS, GA
Position in DCOR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$550,413
+$309,522 QoQ
Shares Held
6,714
+100.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.71%
of 13F equity value
Holder Rank
#47
of 70 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DCOR Over Time
Shares Held
Position Value (USD)
All Filings in DCOR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,413 | 6,714 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $240,891 | 3,342 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $115,304 | 1,566 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $112,658 | 1,566 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $38,505 | 576 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $11,775 | 192 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||