J.W. Cole Advisors’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

J.W. Cole Advisors’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 Q2	$873K	Buy	10,647 +487	+5%	+$38.6K	0.02%	790
2026 Q1	$732K	Buy	10,160 +148	+1%	+$11.1K	0.02%	439
2025 Q4	$737K	Buy	10,012 +2,215	+28%	+$161K	0.02%	748
2025 Q3	$561K	Sell	7,797 -234	-3%	-$16.3K	0.01%	949
2025 Q2	$537K	Buy	+8,031	New	+$500K	0.01%	892
2025 Q1	–	Sell	-3,442	Closed	-$221K	–	1269
2024 Q4	$221K	Sell	3,442 -686	-17%	-$44.7K	0.01%	873
2024 Q3	$261K	Sell	4,128 -53	-1%	-$3.23K	0.01%	823
2024 Q2	$249K	Buy	4,181 +102	+3%	+$5.92K	0.01%	768
2024 Q1	$238K	Buy	+4,079	New	+$226K	0.01%	772

Other funds holding DCOR

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

BWM

Bernicke Wealth Management Altoona, Wisconsin $861M AUM

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

YAL

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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

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

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

MWA

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

J.W. Cole Advisors's DCOR Position: Q2 2026 in Review

J.W. Cole Advisors increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 4.8% in Q2 2026, buying an estimated $38.6K and bringing the position to 10,647 shares worth $873K. The position accounts for 0.02% of the portfolio, ranked #790.

J.W. Cole Advisors first reported a position in DCOR in Q1 2024 and has held it in 9 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

J.W. Cole Advisors held 10,647 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $873K as of Q2 2026.
J.W. Cole Advisors bought 487 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $38.6K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #790 holding.
J.W. Cole Advisors first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2024 and has held it in 9 quarters since.
242 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.