HBC Financial Services’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

HBC Financial Services’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
2024 Q4	$23K	Buy	+372	New	+$24.2K	0.01%	93

Other funds holding DCOR

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

BCO Wealth Management Carlsbad, New Mexico $183M AUM 15.82% 1-Year Est. Return

HBC Financial Services's DCOR Position: Q4 2024 in Review

HBC Financial Services opened a new position in U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q4 2024: 372 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #93 among its holdings.

129 funds tracked by Wall St. Rank hold DCOR as of Q4 2024.

HBC Financial Services held 372 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $23K as of Q4 2024.
U.S. Core Equity 1 Portfolio ETF Class Shares was a new HBC Financial Services position in Q4 2024.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.01% of HBC Financial Services's portfolio in Q4 2024, its #93 holding.
129 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.