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

Aspen Capital 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 		$10.5M Buy
128,126
+10,286
+9% +$816K 2.32% 12
2026
Q1 		$8.49M Buy
117,840
+12,644
+12% +$944K 2.1% 11
2025
Q4 		$7.75M Buy
105,196
+4,274
+4% +$311K 1.92% 11
2025
Q3 		$7.26M Buy
100,922
+16,789
+20% +$1.17M 1.85% 11
2025
Q2 		$5.62M Sell
84,133
-14,802
-15% -$921K 1.58% 12
2025
Q1 		$6.07M Buy
+98,935
New +$6.37M 1.94% 11

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
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
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

Aspen Capital Management's DCOR Position: Q2 2026 in Review

Aspen Capital Management increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 8.7% in Q2 2026, buying an estimated $816K and bringing the position to 128,126 shares worth $10.5M. The position accounts for 2.32% of the portfolio, ranked #12.

Aspen Capital Management 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.

  • Aspen Capital Management held 128,126 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $10.5M as of Q2 2026.
  • Aspen Capital Management bought 10,286 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $816K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 2.32% of Aspen Capital Management's portfolio in Q2 2026, its #12 holding.
  • Aspen Capital Management 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 Aspen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.