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

EverSource Wealth Advisors’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 		$12.6M Sell
153,132
-16,139
-10% -$1.28M 0.42% 54
2026
Q1 		$12.2M Buy
169,271
+841
+0.5% +$62.8K 0.37% 62
2025
Q4 		$12.4M Buy
168,430
+8,145
+5% +$592K 0.46% 54
2025
Q3 		$11.5M Buy
160,285
+28,144
+21% +$1.96M 0.46% 55
2025
Q2 		$8.83M Sell
132,141
-7,484
-5% -$466K 0.4% 61
2025
Q1 		$8.56M Buy
139,625
+16,172
+13% +$1.04M 0.47% 52
2024
Q4 		$7.92M Buy
123,453
+15,543
+14% +$1.01M 0.45% 53
2024
Q3 		$6.84M Buy
107,910
+3,255
+3% +$198K 0.43% 57
2024
Q2 		$6.41M Buy
104,655
+11,986
+13% +$696K 0.43% 60
2024
Q1 		$5.19M Buy
92,669
+33,829
+57% +$1.88M 0.41% 62
2023
Q4 		$3.15M Buy
+58,840
New +$2.92M 0.29% 84

Other funds holding DCOR

Pure Financial Advisors
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
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
LI
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
RK
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
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

EverSource Wealth Advisors's DCOR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 9.5% in Q2 2026, selling an estimated $1.28M and leaving 153,132 shares worth $12.6M. The position accounts for 0.42% of the portfolio, ranked #54.

EverSource Wealth Advisors first reported a position in DCOR in Q4 2023 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • EverSource Wealth Advisors held 153,132 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $12.6M as of Q2 2026.
  • EverSource Wealth Advisors sold 16,139 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.28M.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.42% of EverSource Wealth Advisors's portfolio in Q2 2026, its #54 holding.
  • EverSource Wealth Advisors first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • 242 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.