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

Bernicke 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 Q3	$166M	Buy	2,010,285 +32,274	+2%	+$2.7M	18.94%	1
2026 Q2	$162M	Buy	1,978,011 +20,048	+1%	+$1.59M	18.83%	1
2026 Q1	$141M	Buy	1,957,963 +65,923	+3%	+$4.92M	18.23%	2
2025 Q4	$139M	Buy	+1,892,040	New	+$138M	17.89%	2

Other funds holding DCOR

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $352M AUM 13.23% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $740M AUM 7.58% 1-Year Est. Return

Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $10.1B AUM 19.55% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

Bernicke Wealth Management's DCOR Position: Q3 2026 in Review

Bernicke Wealth Management increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 1.6% in Q3 2026, buying an estimated $2.7M and bringing the position to 2,010,285 shares worth $166M. The position accounts for 18.94% of the portfolio, ranked #1.

Bernicke Wealth Management first reported a position in DCOR in Q4 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

Bernicke Wealth Management held 2,010,285 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $166M as of Q3 2026.
Bernicke Wealth Management bought 32,274 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.7M.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 18.94% of Bernicke Wealth Management's portfolio in Q3 2026, its #1 holding.
Bernicke Wealth Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2025 and has held it in 4 quarters since.
167 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Bernicke Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.