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

Mission 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
2026 Q3	$2.09M	Sell	25,292 -5,353	-17%	-$447K	0.03%	256
2026 Q2	$2.51M	Buy	30,645 +3,511	+13%	+$279K	0.03%	269
2026 Q1	$1.96M	Buy	27,134 +23,751	+702%	+$1.77M	0.04%	220
2025 Q4	$249K	Buy	+3,383	New	+$246K	0.01%	647

Other funds holding DCOR

Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $352M AUM 13.23% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

Mission Wealth Management's DCOR Position: Q3 2026 in Review

Mission Wealth Management reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 17% in Q3 2026, selling an estimated $447K and leaving 25,292 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #256.

Mission Wealth Management first reported a position in DCOR in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.51M in Q2 2026. 122 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

Mission Wealth Management held 25,292 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $2.09M as of Q3 2026.
Mission Wealth Management sold 5,353 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $447K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.03% of Mission Wealth Management's portfolio in Q3 2026, its #256 holding.
Mission Wealth Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2025 and has held it in 4 quarters since.
Mission Wealth Management's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $2.51M in Q2 2026.
122 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.