CX Institutional
DCOR icon

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

CX Institutional’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 		– Sell
-150
Closed -$12K – 1687
2026
Q2 		$12K Buy
+150
New +$11.9K ﹤0.01% 1263

Other funds holding DCOR

Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
KFG Wealth Management
KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return
Beacon Hill Wealth Management
Beacon Hill Wealth Management Victoria $164M AUM
SageOak Financial
SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return
Essential Planning
Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
Selective Wealth Management
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

CX Institutional's DCOR Position: Q3 2026 in Review

CX Institutional sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2026, closing a stake of 150 shares — an estimated $12K sold.

CX Institutional first reported a position in DCOR in Q2 2026 and held it in 1 quarter. The position peaked at $12K in Q2 2026. 34 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

  • CX Institutional reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • CX Institutional sold 150 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $12K.
  • CX Institutional first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 2026 and held it in 1 quarter.
  • CX Institutional's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $12K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.