Heffernan Advisory’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-151,842
Closed -$12.4M – 58
2026
Q2
$12.4M Buy
151,842
+3,979
+3% +$316K 10.42% 3
2026
Q1
$10.7M Buy
147,863
+11,004
+8% +$822K 9.89% 3
2025
Q4
$10.1M Buy
+136,859
New +$10M 9.65% 3

Other funds holding DCOR

Heffernan Advisory's DCOR Position: Q3 2026 in Review

Heffernan Advisory sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2026, closing a stake of 151,842 shares — an estimated $12.4M sold.

Heffernan Advisory first reported a position in DCOR in Q4 2025 and held it in 3 quarters. The position peaked at $12.4M in Q2 2026. 42 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

  • Heffernan Advisory reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Heffernan Advisory sold 151,842 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $12.4M.
  • Heffernan Advisory first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2025 and held it in 3 quarters.
  • Heffernan Advisory's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $12.4M in Q2 2026.
  • 42 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.