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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$558K Sell
6,753
-71
-1% -$5.93K 0.12% 96
2026
Q2
$559K Buy
6,824
+217
+3% +$17.2K 0.12% 92
2026
Q1
$476K Buy
6,607
+8
+0.1% +$597 0.12% 102
2025
Q4
$486K Buy
6,599
+7
+0.1% +$509 0.13% 93
2025
Q3
$474K Buy
6,592
+458
+7% +$31.9K 0.13% 88
2025
Q2
$410K Sell
6,134
-124
-2% -$7.72K 0.12% 95
2025
Q1
$384K Buy
6,258
+2,120
+51% +$137K 0.12% 93
2024
Q4
$266K Buy
+4,138
New +$269K 0.09% 104

Other funds holding DCOR

CWS Financial Advisors's DCOR Position: Q3 2026 in Review

CWS Financial Advisors reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 1% in Q3 2026, selling an estimated $5.93K and leaving 6,753 shares worth $558K. The position accounts for 0.12% of the portfolio, ranked #96.

CWS Financial Advisors first reported a position in DCOR in Q4 2024 and has held it in 8 quarters since. The position peaked at $559K in Q2 2026. 152 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

  • CWS Financial Advisors held 6,753 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $558K as of Q3 2026.
  • CWS Financial Advisors sold 71 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $5.93K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.12% of CWS Financial Advisors's portfolio in Q3 2026, its #96 holding.
  • CWS Financial Advisors first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2024 and has held it in 8 quarters since.
  • CWS Financial Advisors's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $559K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.