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

Capstone 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 		$1.71M Buy
20,831
+316
+2% +$25.1K 1.29% 17
2026
Q1 		$1.49M Buy
20,515
+375
+2% +$28K 1.27% 18
2025
Q4 		$1.49M Buy
+20,140
New +$1.46M 1.3% 16

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

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

Capstone Wealth Management increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 1.5% in Q2 2026, buying an estimated $25.1K and bringing the position to 20,831 shares worth $1.71M. The position accounts for 1.29% of the portfolio, ranked #17.

Capstone Wealth Management 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.

  • Capstone Wealth Management held 20,831 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $1.71M as of Q2 2026.
  • Capstone Wealth Management bought 316 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $25.1K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 1.29% of Capstone Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Capstone Wealth Management 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 Capstone Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.