Apella Capital’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Apella Capital’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 Q3	$1.1M	Sell	13,064 -1,744	-12%	-$146K	0.01%	384
2026 Q2	$1.22M	Sell	14,808 -472	-3%	-$37.4K	0.02%	337
2026 Q1	$1.19M	Sell	15,280 -503	-3%	-$37.6K	0.02%	333
2025 Q4	$1.16M	Buy	15,783 +23	+0.1%	+$1.67K	0.02%	260
2025 Q3	$1.12M	Sell	15,760 -6,084	-28%	-$423K	0.02%	238
2025 Q2	$1.47M	Buy	+21,844	New	+$1.36M	0.04%	179

Other funds holding DCOR

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

BWM

BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

BluePrint Investing San Francisco, California $128M AUM 9.87% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Apella Capital's DCOR Position: Q3 2026 in Review

Apella Capital reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 12% in Q3 2026, selling an estimated $146K and leaving 13,064 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #384.

Apella Capital first reported a position in DCOR in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q2 2025. 19 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

Apella Capital held 13,064 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $1.1M as of Q3 2026.
Apella Capital sold 1,744 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $146K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.01% of Apella Capital's portfolio in Q3 2026, its #384 holding.
Apella Capital first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 2025 and has held it in 6 quarters since.
Apella Capital's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $1.47M in Q2 2025.
19 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.