Carson Wealth (CWM LLC)’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$773K	Buy	10,730 +7	+0.1%	+$523	﹤0.01%	1705
2025 Q4	$790K	Buy	10,723 +125	+1%	+$9.09K	﹤0.01%	1642
2025 Q3	$762K	Buy	10,598 +8	+0.1%	+$556	﹤0.01%	1560
2025 Q2	$708K	Buy	10,590 +6,048	+133%	+$376K	﹤0.01%	1429
2025 Q1	$279K	Buy	4,542 +6	+0.1%	+$387	﹤0.01%	1712
2024 Q4	$291K	Buy	4,536 +850	+23%	+$55.3K	﹤0.01%	1606
2024 Q3	$233K	Buy	3,686 +1,989	+117%	+$121K	﹤0.01%	1679
2024 Q2	$101K	Hold	1,697	–	–	﹤0.01%	1971
2024 Q1	$100K	Hold	1,697	–	–	﹤0.01%	1883
2023 Q4	$91K	Buy	+1,697	New	+$84.3K	﹤0.01%	1819

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

YAL

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Carson Wealth (CWM LLC)'s DCOR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 0.07% in Q1 2026, buying an estimated $523 and bringing the position to 10,730 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

Carson Wealth (CWM LLC) first reported a position in DCOR in Q4 2023 and has held it in 10 quarters since. The position peaked at $790K in Q4 2025. 218 funds tracked by Wall St. Rank hold DCOR as of Q1 2026.

Carson Wealth (CWM LLC) held 10,730 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $773K as of Q1 2026.
Carson Wealth (CWM LLC) bought 7 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q1 2026, an estimated $523.
U.S. Core Equity 1 Portfolio ETF Class Shares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1705 holding.
Carson Wealth (CWM LLC) first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $790K in Q4 2025.
218 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.