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

Phillips Financial 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 		– Sell
-131
Closed -$10.8K – 283
2026
Q2 		$10.8K Sell
131
-5,015
-97% -$398K ﹤0.01% 272
2026
Q1 		$371K Sell
5,146
-92
-2% -$6.87K 0.03% 155
2025
Q4 		$386K Buy
5,238
+50
+1% +$3.64K 0.02% 155
2025
Q3 		$373K Sell
5,188
-252
-5% -$17.5K 0.02% 159
2025
Q2 		$364K Buy
5,440
+569
+12% +$35.4K 0.03% 154
2025
Q1 		$299K Buy
4,871
+456
+10% +$29.4K 0.02% 157
2024
Q4 		$283K Sell
4,415
-615
-12% -$40K 0.02% 152
2024
Q3 		$319K Buy
5,030
+2,755
+121% +$168K 0.02% 153
2024
Q2 		$135K Buy
2,275
+2,100
+1,200% +$122K 0.01% 195
2024
Q1 		$10.3K Hold
175
– – ﹤0.01% 239
2023
Q4 		$9.36K Buy
+175
New +$8.7K ﹤0.01% 226

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Essential Planning
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ABLE Financial Group
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XY Planning Network
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Selective Wealth Management
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Phillips Financial Management's DCOR Position: Q3 2026 in Review

Phillips Financial Management sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2026, closing a stake of 131 shares — an estimated $10.8K sold.

Phillips Financial Management first reported a position in DCOR in Q4 2023 and held it in 11 quarters. The position peaked at $386K in Q4 2025. 36 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

  • Phillips Financial Management reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Phillips Financial Management sold 131 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $10.8K.
  • Phillips Financial Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2023 and held it in 11 quarters.
  • Phillips Financial Management's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $386K in Q4 2025.
  • 36 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Phillips Financial Management's 13F filing for Q3 2026, filed 19 Oct 2026.