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

Morton Capital 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	$12.7M	Sell	153,123 -911	-0.6%	-$76.1K	1.53%	11
2026 Q2	$12.6M	Sell	154,034 -522	-0.3%	-$41.4K	1.73%	10
2026 Q1	$11.1M	Buy	154,556 +15,284	+11%	+$1.14M	1.66%	10
2025 Q4	$10.3M	Buy	139,272 +11,910	+9%	+$866K	1.57%	11
2025 Q3	$9.16M	Buy	127,362 +25,408	+25%	+$1.77M	1.5%	11
2025 Q2	$6.82M	Buy	101,954 +30,642	+43%	+$1.91M	1.21%	11
2025 Q1	$4.37M	Buy	71,312 +14,126	+25%	+$910K	0.84%	14
2024 Q4	$3.67M	Buy	57,186 +5,222	+10%	+$340K	0.69%	16
2024 Q3	$3.29M	Buy	51,964 +24,894	+92%	+$1.52M	0.65%	15
2024 Q2	$1.61M	Buy	27,070 +14,066	+108%	+$817K	0.38%	25
2024 Q1	$763K	Buy	13,004 +4,573	+54%	+$254K	0.21%	45
2023 Q4	$451K	Buy	+8,431	New	+$419K	0.13%	62

Other funds holding DCOR

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

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

BWM

BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

Beacon Hill Wealth Management Victoria $164M AUM

Sageworth Trust Lancaster, Pennsylvania $2.65B AUM 15.5% 1-Year Est. Return

Riverchase Wealth Management Flower Mound, Texas $206M AUM 9.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

SageOak Financial Tulsa, Oklahoma $154M AUM 8.16% 1-Year Est. Return

Morton Capital Management's DCOR Position: Q3 2026 in Review

Morton Capital Management reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 0.59% in Q3 2026, selling an estimated $76.1K and leaving 153,123 shares worth $12.7M. The position accounts for 1.53% of the portfolio, ranked #11.

Morton Capital Management first reported a position in DCOR in Q4 2023 and has held it in 12 quarters since. 81 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

Morton Capital Management held 153,123 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $12.7M as of Q3 2026.
Morton Capital Management sold 911 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $76.1K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 1.53% of Morton Capital Management's portfolio in Q3 2026, its #11 holding.
Morton Capital Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
81 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.