GVAG
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Great Valley Advisor Group’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Great Valley Advisor Group’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
Q2 		– Sell
-1,777,800
Closed -$109M – 900
2025
Q1 		$109M Buy
1,777,800
+53,679
+3% +$3.46M 2.35% 3
2024
Q4 		$111M Buy
+1,724,121
New +$112M 2.48% 4

Other funds holding DCOR

PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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 23.67% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Great Valley Advisor Group's DCOR Position: Q2 2025 in Review

Great Valley Advisor Group sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q2 2025, closing a stake of 1,777,800 shares — an estimated $109M sold.

Great Valley Advisor Group first reported a position in DCOR in Q4 2024 and held it in 2 quarters. The position peaked at $111M in Q4 2024. 178 funds tracked by Wall St. Rank hold DCOR as of Q2 2025.

  • Great Valley Advisor Group reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 1,777,800 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2025, an estimated $109M.
  • Great Valley Advisor Group first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2024 and held it in 2 quarters.
  • Great Valley Advisor Group's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $111M in Q4 2024.
  • 178 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.