Avantax Advisory Services
DCOR icon

Avantax Advisory Services’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$424K Buy
6,349
+899
+16% +$55.9K ﹤0.01% 1684
2025
Q1 		$334K Buy
5,450
+3
+0.1% +$193 ﹤0.01% 1762
2024
Q4 		$349K Buy
+5,447
New +$355K ﹤0.01% 1683

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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Avantax Advisory Services's DCOR Position: Q2 2025 in Review

Avantax Advisory Services increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 16% in Q2 2025, buying an estimated $55.9K and bringing the position to 6,349 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Avantax Advisory Services first reported a position in DCOR in Q4 2024 and has held it in 3 quarters since. 178 funds tracked by Wall St. Rank hold DCOR as of Q2 2025.

  • Avantax Advisory Services held 6,349 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $424K as of Q2 2025.
  • Avantax Advisory Services bought 899 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2025, an estimated $55.9K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1684 holding.
  • Avantax Advisory Services first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2024 and has held it in 3 quarters since.
  • 178 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.