IHT Wealth Management
DCOR icon

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

IHT 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
2025
Q3 		– Sell
-15,123
Closed -$1.01M – 1180
2025
Q2 		$1.01M Hold
15,123
– – 0.03% 499
2025
Q1 		$927K Buy
15,123
+9,393
+164% +$605K 0.03% 494
2024
Q4 		$368K Buy
+5,730
New +$373K 0.01% 792

Other funds holding DCOR

Pure Financial Advisors
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 15.9% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

IHT Wealth Management's DCOR Position: Q3 2025 in Review

IHT Wealth Management sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2025, closing a stake of 15,123 shares — an estimated $1.01M sold.

IHT Wealth Management first reported a position in DCOR in Q4 2024 and held it in 3 quarters. The position peaked at $1.01M in Q2 2025. 183 funds tracked by Wall St. Rank hold DCOR as of Q3 2025.

  • IHT Wealth Management reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • IHT Wealth Management sold 15,123 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2025, an estimated $1.01M.
  • IHT Wealth Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2024 and held it in 3 quarters.
  • IHT Wealth Management's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $1.01M in Q2 2025.
  • 183 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2025.

Based on IHT Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.