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Global Trust Asset Management’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Global Trust Asset 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
2025
Q1 		– Sell
-500
Closed -$32.1K – 481
2024
Q4 		$32.1K Hold
500
– – 0.01% 322
2024
Q3 		$31.7K Hold
500
– – 0.01% 311
2024
Q2 		$29.8K Buy
+500
New +$29K 0.01% 292

Other funds holding DCOR

Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

Global Trust Asset Management's DCOR Position: Q1 2025 in Review

Global Trust Asset Management sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q1 2025, closing a stake of 500 shares — an estimated $32.1K sold.

Global Trust Asset Management first reported a position in DCOR in Q2 2024 and held it in 3 quarters. The position peaked at $32.1K in Q4 2024. 140 funds tracked by Wall St. Rank hold DCOR as of Q1 2025.

  • Global Trust Asset Management reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q1 2025 after selling out during the quarter.
  • Global Trust Asset Management sold 500 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q1 2025, an estimated $32.1K.
  • Global Trust Asset Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 2024 and held it in 3 quarters.
  • Global Trust Asset Management's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $32.1K in Q4 2024.
  • 140 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.