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

Essential Planning’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 Q2	$13.3M	Buy	162,396 +26,062	+19%	+$2.07M	3.76%	7
2026 Q1	$9.83M	Buy	136,334 +34,819	+34%	+$2.6M	3.12%	8
2025 Q4	$7.47M	Buy	101,515 +30,000	+42%	+$2.18M	2.38%	12
2025 Q3	$5.14M	Buy	71,515 +26,501	+59%	+$1.84M	1.77%	14
2025 Q2	$3.01M	Buy	45,014 +13,826	+44%	+$860K	1.12%	18
2025 Q1	$1.91M	Sell	31,188 -686,491	-96%	-$44.2M	0.77%	20
2024 Q4	$46.7M	Buy	717,679 +708,308	+7,559%	+$46.1M	0.3%	30
2024 Q3	$594K	Buy	+9,371	New	+$571K	0.24%	41

Other funds holding DCOR

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

YAL

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Essential Planning's DCOR Position: Q2 2026 in Review

Essential Planning increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 19% in Q2 2026, buying an estimated $2.07M and bringing the position to 162,396 shares worth $13.3M. The position accounts for 3.76% of the portfolio, ranked #7.

Essential Planning first reported a position in DCOR in Q3 2024 and has held it in 8 quarters since. The position peaked at $46.7M in Q4 2024. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Essential Planning held 162,396 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $13.3M as of Q2 2026.
Essential Planning bought 26,062 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.07M.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 3.76% of Essential Planning's portfolio in Q2 2026, its #7 holding.
Essential Planning first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
Essential Planning's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $46.7M in Q4 2024.
242 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.