Plancorp LLC’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Plancorp LLC’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	$7.09M	Hold	86,025	–	–	0.17%	59
2026 Q1	$6.46M	Hold	86,025	–	–	0.18%	51
2025 Q4	$6.33M	Hold	86,025	–	–	0.19%	50
2025 Q3	$6.19M	Hold	86,025	–	–	0.19%	52
2025 Q2	$5.75M	Buy	+86,025	New	+$5.35M	0.2%	50

Other funds holding DCOR

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 Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

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

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 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

Plancorp LLC's DCOR Position: Q2 2026 in Review

Plancorp LLC held its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) position steady in Q2 2026 at 86,025 shares worth $7.09M. The position accounts for 0.17% of the portfolio, ranked #59.

Plancorp LLC first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Plancorp LLC held 86,025 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $7.09M as of Q2 2026.
Plancorp LLC 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 0.17% of Plancorp LLC's portfolio in Q2 2026, its #59 holding.
Plancorp LLC first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 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 Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.