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

FMB Wealth Management’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	$4.62M	Buy	56,412 +9,759	+21%	+$774K	1.7%	17
2026 Q1	$3.36M	Buy	46,653 +2,185	+5%	+$163K	1.39%	18
2025 Q4	$3.27M	Buy	44,468 +1,659	+4%	+$121K	1.29%	20
2025 Q3	$3.08M	Sell	42,809 -288	-0.7%	-$20K	1.3%	21
2025 Q2	$2.88M	Buy	43,097 +519	+1%	+$32.3K	1.37%	20
2025 Q1	$2.61M	Buy	42,578 +1,543	+4%	+$99.4K	1.44%	19
2024 Q4	$2.63M	Buy	41,035 +173	+0.4%	+$11.3K	1.48%	20
2024 Q3	$2.59M	Buy	40,862 +9,459	+30%	+$576K	1.46%	19
2024 Q2	$1.87M	Buy	31,403 +621	+2%	+$36K	1.42%	21
2024 Q1	$1.81M	Buy	30,782 +7,369	+31%	+$409K	1.44%	19
2023 Q4	$1.25M	Buy	+23,413	New	+$1.16M	1.14%	18

Other funds holding DCOR

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

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

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

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

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

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

FMB Wealth Management's DCOR Position: Q2 2026 in Review

FMB Wealth Management increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 21% in Q2 2026, buying an estimated $774K and bringing the position to 56,412 shares worth $4.62M. The position accounts for 1.7% of the portfolio, ranked #17.

FMB Wealth Management 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.

FMB Wealth Management held 56,412 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $4.62M as of Q2 2026.
FMB Wealth Management bought 9,759 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $774K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 1.7% of FMB Wealth Management's portfolio in Q2 2026, its #17 holding.
FMB Wealth Management 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 FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.