Burton Enright Welch’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Burton Enright Welch’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	$3.88M	Sell	47,278 -2,344	-5%	-$186K	0.46%	27
2026 Q1	$3.58M	Buy	49,622 +4,494	+10%	+$336K	0.49%	25
2025 Q4	$3.32M	Sell	45,128 -83	-0.2%	-$6.04K	0.47%	29
2025 Q3	$3.25M	Sell	45,211 -313	-0.7%	-$21.8K	0.49%	27
2025 Q2	$3.04M	Buy	+45,524	New	+$2.83M	0.53%	27

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

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

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

Burton Enright Welch's DCOR Position: Q2 2026 in Review

Burton Enright Welch reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 4.7% in Q2 2026, selling an estimated $186K and leaving 47,278 shares worth $3.88M. The position accounts for 0.46% of the portfolio, ranked #27.

Burton Enright Welch first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Burton Enright Welch held 47,278 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $3.88M as of Q2 2026.
Burton Enright Welch sold 2,344 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $186K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.46% of Burton Enright Welch's portfolio in Q2 2026, its #27 holding.
Burton Enright Welch first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 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 Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.