DecisionPoint Financial
DCOR icon

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

DecisionPoint 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
Q3 		$14.6M Buy
176,352
+9,963
+6% +$832K 2.55% 10
2026
Q2 		$13.6M Buy
166,389
+879
+0.5% +$69.7K 2.53% 11
2026
Q1 		$11.9M Buy
165,510
+50,376
+44% +$3.76M 2.57% 11
2025
Q4 		$8.48M Buy
115,134
+1,461
+1% +$106K 1.87% 11
2025
Q3 		$8.19M Buy
113,673
+95
+0.1% +$6.61K 1.91% 11
2025
Q2 		$7.63M Buy
113,578
+91,534
+415% +$5.69M 1.95% 12
2025
Q1 		$1.35M Buy
22,044
+19,990
+973% +$1.29M 0.39% 17
2024
Q4 		$132K Buy
2,054
+403
+24% +$26.2K 0.04% 46
2024
Q3 		$105K Sell
1,651
-81
-5% -$4.93K 0.03% 54
2024
Q2 		$106K Buy
1,732
+529
+44% +$30.7K 0.04% 52
2024
Q1 		$68.2K Buy
1,203
+251
+26% +$13.9K 0.03% 67
2023
Q4 		$50.9K Buy
+952
New +$47.3K 0.02% 72

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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
ABLE Financial Group
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

DecisionPoint Financial's DCOR Position: Q3 2026 in Review

DecisionPoint Financial increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 6% in Q3 2026, buying an estimated $832K and bringing the position to 176,352 shares worth $14.6M. The position accounts for 2.55% of the portfolio, ranked #10.

DecisionPoint Financial first reported a position in DCOR in Q4 2023 and has held it in 12 quarters since. 51 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

  • DecisionPoint Financial held 176,352 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $14.6M as of Q3 2026.
  • DecisionPoint Financial bought 9,963 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $832K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 2.55% of DecisionPoint Financial's portfolio in Q3 2026, its #10 holding.
  • DecisionPoint Financial first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
  • 51 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.