Modera Wealth Management
DCOR icon

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

Modera 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
Q2 		$2.79M Hold
34,014
– – 0.03% 239
2026
Q1 		$2.45M Buy
34,014
+1
+0% +$75 0.03% 241
2025
Q4 		$2.5M Buy
34,013
+1
+0% +$73 0.03% 243
2025
Q3 		$2.45M Buy
34,012
+1
+0% +$70 0.03% 242
2025
Q2 		$2.27M Buy
34,011
+8,704
+34% +$542K 0.03% 244
2025
Q1 		$1.55M Buy
25,307
+2,532
+11% +$163K 0.02% 272
2024
Q4 		$1.46M Buy
22,775
+370
+2% +$24.1K 0.02% 280
2024
Q3 		$1.42M Buy
22,405
+24
+0.1% +$1.46K 0.02% 265
2024
Q2 		$1.33M Buy
+22,381
New +$1.3M 0.02% 262

Other funds holding DCOR

Pure Financial Advisors
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
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
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
RK
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
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

Modera Wealth Management's DCOR Position: Q2 2026 in Review

Modera Wealth Management held its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) position steady in Q2 2026 at 34,014 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #239.

Modera Wealth Management first reported a position in DCOR in Q2 2024 and has held it in 9 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Modera Wealth Management held 34,014 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $2.79M as of Q2 2026.
  • Modera Wealth Management left its U.S. Core Equity 1 Portfolio ETF Class Shares share count unchanged in Q2 2026.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Modera Wealth Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.