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Bromfield Sneider Wealth Advisors’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Bromfield Sneider Wealth Advisors’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
Q1 		$540K Buy
9,208
+7,973
+646% +$442K 0.33% 30
2023
Q4 		$66K Buy
1,235
+5
+0.4% +$248 0.04% 62
2023
Q3 		$59.3K Buy
+1,230
New +$60.2K 0.04% 61

Other funds holding DCOR

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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's DCOR Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 646% in Q1 2024, buying an estimated $442K and bringing the position to 9,208 shares worth $540K. The position accounts for 0.33% of the portfolio, ranked #30.

Bromfield Sneider Wealth Advisors first reported a position in DCOR in Q3 2023 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold DCOR as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 9,208 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $540K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors bought 7,973 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q1 2024, an estimated $442K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.33% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #30 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2023 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.