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

Freedom Investment 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 		$1.14M Buy
13,952
+75
+0.5% +$5.95K 0.32% 34
2026
Q1 		$1M Sell
13,877
-210
-1% -$15.7K 0.3% 34
2025
Q4 		$1.04M Buy
14,087
+43
+0.3% +$3.13K 0.3% 33
2025
Q3 		$1.01M Sell
14,044
-1,068
-7% -$74.3K 0.27% 42
2025
Q2 		$1.01M Buy
15,112
+274
+2% +$17K 0.08% 244
2025
Q1 		$910K Sell
14,838
-28
-0.2% -$1.8K 0.08% 268
2024
Q4 		$954K Buy
14,866
+188
+1% +$12.2K 0.08% 247
2024
Q3 		$930K Buy
14,678
+1,081
+8% +$65.9K 0.07% 269
2024
Q2 		$809K Buy
13,597
+1,031
+8% +$59.8K 0.07% 290
2024
Q1 		$737K Buy
12,566
+3,912
+45% +$217K 0.06% 331
2023
Q4 		$463K Buy
+8,654
New +$430K 0.04% 452

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

Freedom Investment Management's DCOR Position: Q2 2026 in Review

Freedom Investment Management increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 0.54% in Q2 2026, buying an estimated $5.95K and bringing the position to 13,952 shares worth $1.14M. The position accounts for 0.32% of the portfolio, ranked #34.

Freedom Investment 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.

  • Freedom Investment Management held 13,952 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $1.14M as of Q2 2026.
  • Freedom Investment Management bought 75 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $5.95K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.32% of Freedom Investment Management's portfolio in Q2 2026, its #34 holding.
  • Freedom Investment 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 Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.