Kathleen S. Wright Associates’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Kathleen S. Wright Associates’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	$1.18M	Buy	16,342 +788	+5%	+$54.8K	0.44%	46
2025 Q2	$1.04M	Buy	15,554 +2,963	+24%	+$184K	0.41%	48
2025 Q1	$772K	Buy	12,591 +46	+0.4%	+$2.96K	0.32%	60
2024 Q4	$805K	Buy	12,545 +4,529	+56%	+$295K	0.34%	56
2024 Q3	$508K	Buy	8,016 +1,649	+26%	+$100K	0.21%	73
2024 Q2	$379K	Buy	6,367 +2,821	+80%	+$164K	0.17%	85
2024 Q1	$208K	Buy	+3,546	New	+$197K	0.1%	101

Other funds holding DCOR

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 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 15.9% 1-Year Est. Return

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

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

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Kathleen S. Wright Associates's DCOR Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 5.1% in Q3 2025, buying an estimated $54.8K and bringing the position to 16,342 shares worth $1.18M. The position accounts for 0.44% of the portfolio, ranked #46.

Kathleen S. Wright Associates first reported a position in DCOR in Q1 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold DCOR as of Q3 2025.

Kathleen S. Wright Associates held 16,342 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $1.18M as of Q3 2025.
Kathleen S. Wright Associates bought 788 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2025, an estimated $54.8K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.44% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #46 holding.
Kathleen S. Wright Associates first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2024 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.