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

Cascade 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
2026 Q3	$279K	Buy	+3,428	New	+$286K	0.12%	61

Other funds holding DCOR

Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $352M AUM 13.23% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

Cascade Wealth Advisors's DCOR Position: Q3 2026 in Review

Cascade Wealth Advisors opened a new position in U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2026: 3,428 shares worth $279K. The stake represents 0.12% of the portfolio and ranks #61 among its holdings.

122 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

Cascade Wealth Advisors held 3,428 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $279K as of Q3 2026.
U.S. Core Equity 1 Portfolio ETF Class Shares was a new Cascade Wealth Advisors position in Q3 2026.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.12% of Cascade Wealth Advisors's portfolio in Q3 2026, its #61 holding.
122 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.