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

Aspire Private 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
2024
Q3 		– Sell
-251
Closed -$14.9K – 692
2024
Q2 		$14.9K Sell
251
-58
-19% -$3.37K ﹤0.01% 340
2024
Q1 		$18.1K Buy
+309
New +$17.1K ﹤0.01% 336

Other funds holding DCOR

Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return

Aspire Private Capital's DCOR Position: Q3 2024 in Review

Aspire Private Capital sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2024, closing a stake of 251 shares — an estimated $14.9K sold.

Aspire Private Capital first reported a position in DCOR in Q1 2024 and held it in 2 quarters. The position peaked at $18.1K in Q1 2024. 98 funds tracked by Wall St. Rank hold DCOR as of Q3 2024.

  • Aspire Private Capital reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q3 2024 after selling out during the quarter.
  • Aspire Private Capital sold 251 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2024, an estimated $14.9K.
  • Aspire Private Capital first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2024 and held it in 2 quarters.
  • Aspire Private Capital's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $18.1K in Q1 2024.
  • 98 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2024.

Based on Aspire Private Capital's 13F filing for Q3 2024, filed 25 Oct 2024.