Cerity Partners’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Cerity Partners’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	$5.79M	Sell	70,633 -945	-1%	-$75K	0.01%	1022
2026 Q1	$5.16M	Buy	71,578 +945	+1%	+$70.6K	0.01%	995
2025 Q4	$5.2M	Hold	70,633	–	–	0.01%	900
2025 Q3	$5.08M	Buy	70,633 +3,802	+6%	+$264K	0.01%	845
2025 Q2	$4.47M	Sell	66,831 -36,893	-36%	-$2.3M	0.01%	855
2025 Q1	$6.36M	Buy	103,724 +397	+0.4%	+$25.6K	0.01%	641
2024 Q4	$6.63M	Buy	+103,327	New	+$6.73M	0.01%	619
2024 Q3	–	Sell	-87,974	Closed	-$5.24M	–	2555
2024 Q2	$5.24M	Buy	+87,974	New	+$5.11M	0.01%	594

Other funds holding DCOR

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 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

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

Cerity Partners's DCOR Position: Q2 2026 in Review

Cerity Partners reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 1.3% in Q2 2026, selling an estimated $75K and leaving 70,633 shares worth $5.79M. The position accounts for 0.01% of the portfolio, ranked #1022.

Cerity Partners first reported a position in DCOR in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.63M in Q4 2024. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Cerity Partners held 70,633 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $5.79M as of Q2 2026.
Cerity Partners sold 945 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $75K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1022 holding.
Cerity Partners first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 2024 and has held it in 8 quarters since.
Cerity Partners's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $6.63M in Q4 2024.
242 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.