Merit Financial Group’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Merit Financial Group’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	$1.22M	Buy	14,860 +337	+2%	+$26.7K	0.01%	982
2026 Q1	$1.05M	Buy	14,523 +1,840	+15%	+$137K	0.01%	963
2025 Q4	$934K	Buy	12,683 +2,023	+19%	+$147K	0.01%	984
2025 Q3	$767K	Buy	10,660 +10	+0.1%	+$696	0.01%	972
2025 Q2	$712K	Buy	10,650 +424	+4%	+$26.4K	0.01%	940
2025 Q1	$627K	Buy	10,226 +3,938	+63%	+$254K	0.01%	836
2024 Q4	$403K	Buy	+6,288	New	+$409K	0.01%	800

Other funds holding DCOR

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

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

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

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

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

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

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

Merit Financial Group's DCOR Position: Q2 2026 in Review

Merit Financial Group increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 2.3% in Q2 2026, buying an estimated $26.7K and bringing the position to 14,860 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #982.

Merit Financial Group first reported a position in DCOR in Q4 2024 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Merit Financial Group held 14,860 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $1.22M as of Q2 2026.
Merit Financial Group bought 337 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $26.7K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #982 holding.
Merit Financial Group first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.