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

Grand 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	$1.97M	Sell	24,069 -257	-1%	-$20.4K	0.82%	15
2026 Q1	$1.75M	Sell	24,326 -549	-2%	-$41K	0.83%	15
2025 Q4	$1.83M	Sell	24,875 -516	-2%	-$37.5K	0.83%	16
2025 Q3	$1.83M	Sell	25,391 -1,381	-5%	-$96.1K	0.88%	16
2025 Q2	$1.79M	Buy	+26,772	New	+$1.67M	0.92%	16

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 $5.73B AUM 24.99% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $352M AUM 13.23% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 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

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

Grand Wealth Management reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 1.1% in Q2 2026, selling an estimated $20.4K and leaving 24,069 shares worth $1.97M. The position accounts for 0.82% of the portfolio, ranked #15.

Grand Wealth Management first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Grand Wealth Management held 24,069 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $1.97M as of Q2 2026.
Grand Wealth Management sold 257 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $20.4K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.82% of Grand Wealth Management's portfolio in Q2 2026, its #15 holding.
Grand Wealth Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 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 Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.