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

Claris Financial’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 		$346K Buy
4,794
+14
+0.3% +$1.05K 0.19% 114
2025
Q4 		$352K Buy
4,780
+514
+12% +$37.4K 0.19% 117
2025
Q3 		$307K Buy
+4,266
New +$297K 0.17% 121

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
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
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
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
Private Advisor Group
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
Foundations Investment Advisors
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Claris Financial's DCOR Position: Q1 2026 in Review

Claris Financial increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 0.29% in Q1 2026, buying an estimated $1.05K and bringing the position to 4,794 shares worth $346K. The position accounts for 0.19% of the portfolio, ranked #114.

Claris Financial first reported a position in DCOR in Q3 2025 and has held it in 3 quarters since. The position peaked at $352K in Q4 2025. 218 funds tracked by Wall St. Rank hold DCOR as of Q1 2026.

  • Claris Financial held 4,794 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $346K as of Q1 2026.
  • Claris Financial bought 14 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q1 2026, an estimated $1.05K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.19% of Claris Financial's portfolio in Q1 2026, its #114 holding.
  • Claris Financial first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2025 and has held it in 3 quarters since.
  • Claris Financial's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $352K 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 Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.