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Calton & Associates’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Calton & Associates’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 		$1.64M Buy
19,992
+4,149
+26% +$329K 0.24% 87
2026
Q1 		$1.14M Buy
15,843
+7,564
+91% +$565K 0.16% 120
2025
Q4 		$610K Buy
+8,279
New +$602K 0.09% 216

Other funds holding DCOR

Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
BWM
Bernicke Wealth Management Altoona, Wisconsin $861M AUM
Brighton Jones LLC
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
Foundations Investment Advisors
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

Calton & Associates's DCOR Position: Q2 2026 in Review

Calton & Associates increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 26% in Q2 2026, buying an estimated $329K and bringing the position to 19,992 shares worth $1.64M. The position accounts for 0.24% of the portfolio, ranked #87.

Calton & Associates first reported a position in DCOR in Q4 2025 and has held it in 3 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Calton & Associates held 19,992 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $1.64M as of Q2 2026.
  • Calton & Associates bought 4,149 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $329K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.24% of Calton & Associates's portfolio in Q2 2026, its #87 holding.
  • Calton & Associates first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2025 and has held it in 3 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 Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.