PTC
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Private Trust Company’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Private Trust Company’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 		$262K Buy
+3,200
New +$254K 0.02% 710

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

Private Trust Company's DCOR Position: Q2 2026 in Review

Private Trust Company opened a new position in U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q2 2026: 3,200 shares worth $262K. The stake represents 0.02% of the portfolio and ranks #710 among its holdings.

242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • Private Trust Company held 3,200 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $262K as of Q2 2026.
  • U.S. Core Equity 1 Portfolio ETF Class Shares was a new Private Trust Company position in Q2 2026.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.02% of Private Trust Company's portfolio in Q2 2026, its #710 holding.
  • 242 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.