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

Portfolio Strategies’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
2024
Q2 		– Sell
-72,062
Closed -$4.23M – 50
2024
Q1 		$4.23M Buy
+72,062
New +$4M 0.29% 39

Other funds holding DCOR

Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
YAL
Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return
AC
Annandale Capital Dallas, Texas $733M AUM 11.32% 1-Year Est. Return
Brighton Jones LLC
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Portfolio Strategies's DCOR Position: Q2 2024 in Review

Portfolio Strategies sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q2 2024, closing a stake of 72,062 shares — an estimated $4.23M sold.

Portfolio Strategies first reported a position in DCOR in Q1 2024 and held it in 1 quarter. The position peaked at $4.23M in Q1 2024. 86 funds tracked by Wall St. Rank hold DCOR as of Q2 2024.

  • Portfolio Strategies reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 72,062 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2024, an estimated $4.23M.
  • Portfolio Strategies first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $4.23M in Q1 2024.
  • 86 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.