Perigon Wealth Management
DCOR icon

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

Perigon 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 		$873K Hold
10,650
– – 0.01% 643
2026
Q1 		$768K Sell
10,650
-300
-3% -$22.4K 0.01% 615
2025
Q4 		$806K Buy
10,950
+965
+10% +$70.2K 0.01% 610
2025
Q3 		$718K Buy
9,985
+2,180
+28% +$152K 0.01% 610
2025
Q2 		$522K Sell
7,805
-22,140
-74% -$1.38M 0.01% 656
2025
Q1 		$1.84M Buy
+29,945
New +$1.93M 0.05% 320

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

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

Perigon Wealth Management held its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) position steady in Q2 2026 at 10,650 shares worth $873K. The position accounts for 0.01% of the portfolio, ranked #643.

Perigon Wealth Management first reported a position in DCOR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.84M in Q1 2025. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Perigon Wealth Management held 10,650 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $873K as of Q2 2026.
  • Perigon 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 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #643 holding.
  • Perigon Wealth Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2025 and has held it in 6 quarters since.
  • Perigon Wealth Management's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $1.84M in Q1 2025.
  • 242 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.