Exeter Financial
DCOR icon

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

Exeter 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 		– Sell
-3,919
Closed -$321K – 101
2026
Q2 		$321K Buy
3,919
+409
+12% +$32.4K 0.12% 86
2026
Q1 		$253K Buy
3,510
+2
+0.1% +$149 0.1% 89
2025
Q4 		$258K Buy
+3,508
New +$255K 0.11% 88

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
Sageworth Trust
Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return
Riverchase Wealth Management
Riverchase Wealth Management Flower Mound, Texas $206M AUM 9.2% 1-Year Est. Return
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
DecisionPoint Financial
DecisionPoint Financial Mesa, Arizona $574M AUM 9.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Exeter Financial's DCOR Position: Q3 2026 in Review

Exeter Financial sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2026, closing a stake of 3,919 shares — an estimated $321K sold.

Exeter Financial first reported a position in DCOR in Q4 2025 and held it in 3 quarters. The position peaked at $321K in Q2 2026. 66 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

  • Exeter Financial reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Exeter Financial sold 3,919 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $321K.
  • Exeter Financial first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2025 and held it in 3 quarters.
  • Exeter Financial's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $321K in Q2 2026.
  • 66 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Exeter Financial's 13F filing for Q3 2026, filed 8 Oct 2026.