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Advyzon Investment Management’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Advyzon Investment Management’s Portfolio DCOR Stock Details DCOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Sell
5,850
-25
-0.4% -$1.98K 0.03% 491
2026
Q1 		$424K Buy
5,875
+315
+6% +$23.5K 0.04% 447
2025
Q4 		$409K Buy
5,560
+1,610
+41% +$117K 0.05% 363
2025
Q3 		$284K Sell
3,950
-58
-1% -$4.03K 0.05% 339
2025
Q2 		$268K Buy
+4,008
New +$249K 0.06% 296

Other funds holding DCOR

Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Advyzon Investment Management's DCOR Position: Q2 2026 in Review

Advyzon Investment Management reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 0.43% in Q2 2026, selling an estimated $1.98K and leaving 5,850 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #491.

Advyzon Investment Management first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Advyzon Investment Management held 5,850 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $480K as of Q2 2026.
  • Advyzon Investment Management sold 25 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.98K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.03% of Advyzon Investment Management's portfolio in Q2 2026, its #491 holding.
  • Advyzon Investment Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
  • 242 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.