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

Heritage Wealth Architects’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
Q3 		$265K Sell
3,166
-26
-0.8% -$2.17K 0.11% 63
2026
Q2 		$263K Hold
3,192
– – 0.1% 67
2026
Q1 		$252K Buy
+3,192
New +$238K 0.11% 68

Other funds holding DCOR

PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
BWM
BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
OFI
Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return
BI
BluePrint Investing San Francisco, California $128M AUM 9.87% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Heritage Wealth Architects's DCOR Position: Q3 2026 in Review

Heritage Wealth Architects reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 0.81% in Q3 2026, selling an estimated $2.17K and leaving 3,166 shares worth $265K. The position accounts for 0.11% of the portfolio, ranked #63.

Heritage Wealth Architects first reported a position in DCOR in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

  • Heritage Wealth Architects held 3,166 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $265K as of Q3 2026.
  • Heritage Wealth Architects sold 26 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $2.17K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.11% of Heritage Wealth Architects's portfolio in Q3 2026, its #63 holding.
  • Heritage Wealth Architects first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Heritage Wealth Architects's 13F filing for Q3 2026, filed 6 Oct 2026.