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

Allodium Investment Consultants’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	$975K	Buy	11,888 +3,129	+36%	+$248K	0.41%	33
2026 Q1	$631K	Buy	8,759 +3,935	+82%	+$294K	0.3%	37
2025 Q4	$355K	Sell	4,824 -1,183	-20%	-$86K	0.18%	41
2025 Q3	$432K	Buy	6,007 +15	+0.3%	+$1.04K	0.24%	38
2025 Q2	$401K	Buy	5,992 +2,624	+78%	+$163K	0.25%	37
2025 Q1	$207K	Buy	+3,368	New	+$217K	0.15%	46

Other funds holding DCOR

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

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

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

FIA

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

Allodium Investment Consultants's DCOR Position: Q2 2026 in Review

Allodium Investment Consultants increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 36% in Q2 2026, buying an estimated $248K and bringing the position to 11,888 shares worth $975K. The position accounts for 0.41% of the portfolio, ranked #33.

Allodium Investment Consultants first reported a position in DCOR in Q1 2025 and has held it in 6 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Allodium Investment Consultants held 11,888 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $975K as of Q2 2026.
Allodium Investment Consultants bought 3,129 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $248K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.41% of Allodium Investment Consultants's portfolio in Q2 2026, its #33 holding.
Allodium Investment Consultants first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2025 and has held it in 6 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 Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.