AWM
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Avior Wealth Management’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Avior Wealth 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 		$293K Hold
3,569
– – 0.01% 668
2026
Q1 		$257K Hold
3,569
– – 0.01% 726
2025
Q4 		$263K Buy
3,569
+135
+4% +$9.82K 0.01% 651
2025
Q3 		$247K Hold
3,434
– – 0.01% 649
2025
Q2 		$230K Hold
3,434
– – 0.01% 637
2025
Q1 		$211K Buy
3,434
+659
+24% +$42.5K 0.01% 644
2024
Q4 		$178K Hold
2,775
– – 0.01% 734
2024
Q3 		$176K Hold
2,775
– – 0.01% 734
2024
Q2 		$165K Hold
2,775
– – 0.01% 722
2024
Q1 		$163K Buy
+2,775
New +$154K 0.01% 775

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

Avior Wealth Management's DCOR Position: Q2 2026 in Review

Avior Wealth Management held its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) position steady in Q2 2026 at 3,569 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #668.

Avior Wealth Management first reported a position in DCOR in Q1 2024 and has held it in 10 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Avior Wealth Management held 3,569 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $293K as of Q2 2026.
  • Avior Wealth Management left its U.S. Core Equity 1 Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #668 holding.
  • Avior Wealth Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2024 and has held it in 10 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 Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.