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

Cyndeo Wealth 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 Q3	–	Sell	-71,289	Closed	-$5.84M	–	570
2026 Q2	$5.84M	Buy	71,289 +4,135	+6%	+$328K	0.28%	96
2026 Q1	$4.84M	Buy	67,154 +2,295	+4%	+$171K	0.25%	100
2025 Q4	$4.78M	Sell	64,859 -5,929	-8%	-$431K	0.26%	99
2025 Q3	$5.09M	Buy	70,788 +1,657	+2%	+$115K	0.28%	93
2025 Q2	$4.62M	Buy	69,131 +2,656	+4%	+$165K	0.27%	100
2025 Q1	$4.08M	Buy	66,475 +2,596	+4%	+$167K	0.27%	103
2024 Q4	$4.1M	Buy	63,879 +1,955	+3%	+$127K	0.28%	99
2024 Q3	$3.92M	Buy	+61,924	New	+$3.77M	0.27%	102

Other funds holding DCOR

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

BWM

BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

Beacon Hill Wealth Management Victoria $164M AUM

SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $365M AUM 8.68% 1-Year Est. Return

DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Cyndeo Wealth Partners's DCOR Position: Q3 2026 in Review

Cyndeo Wealth Partners sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2026, closing a stake of 71,289 shares — an estimated $5.84M sold.

Cyndeo Wealth Partners first reported a position in DCOR in Q3 2024 and held it in 8 quarters. The position peaked at $5.84M in Q2 2026. 51 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

Cyndeo Wealth Partners reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Cyndeo Wealth Partners sold 71,289 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $5.84M.
Cyndeo Wealth Partners first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2024 and held it in 8 quarters.
Cyndeo Wealth Partners's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $5.84M in Q2 2026.
51 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.