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

Foundations Investment 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 		$51.2M Buy
624,972
+30,958
+5% +$2.46M 0.53% 50
2026
Q1 		$42.8M Buy
594,014
+74,099
+14% +$5.53M 0.53% 52
2025
Q4 		$38.3M Buy
519,915
+340,782
+190% +$24.8M 0.5% 53
2025
Q3 		$12.9M Buy
+179,133
New +$12.5M 0.19% 119

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
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Foundations Investment Advisors's DCOR Position: Q2 2026 in Review

Foundations Investment Advisors increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 5.2% in Q2 2026, buying an estimated $2.46M and bringing the position to 624,972 shares worth $51.2M. The position accounts for 0.53% of the portfolio, ranked #50.

Foundations Investment Advisors first reported a position in DCOR in Q3 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Foundations Investment Advisors held 624,972 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $51.2M as of Q2 2026.
  • Foundations Investment Advisors bought 30,958 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.46M.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.53% of Foundations Investment Advisors's portfolio in Q2 2026, its #50 holding.
  • Foundations Investment Advisors first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q3 2025 and has held it in 4 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.