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

RCS Financial Planning’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	-9,258	Closed	-$759K	–	89
2026 Q2	$759K	Hold	9,258	–	–	0.36%	49
2026 Q1	$667K	Sell	9,258 -32	-0.3%	-$2.39K	0.35%	54
2025 Q4	$684K	Sell	9,290 -814	-8%	-$59.2K	0.29%	57
2025 Q3	$727K	Hold	10,104	–	–	0.32%	52
2025 Q2	$675K	Sell	10,104 -148	-1%	-$9.21K	0.34%	49
2025 Q1	$629K	Hold	10,252	–	–	0.33%	50
2024 Q4	$658K	Buy	10,252 +170	+2%	+$11.1K	0.35%	44
2024 Q3	$639K	Hold	10,082	–	–	0.35%	42
2024 Q2	$600K	Hold	10,082	–	–	0.35%	43
2024 Q1	$591K	Buy	+10,082	New	+$559K	0.36%	46

Other funds holding DCOR

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

BWM

BCO Wealth Management Carlsbad, New Mexico $185M AUM 9% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

OFI

Outbound Financial Inc Boulder, Colorado $157M AUM 8.91% 1-Year Est. Return

BluePrint Investing San Francisco, California $128M AUM 9.87% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Wolfstich Capital Medfield, Massachusetts $123M AUM 8.42% 1-Year Est. Return

RCS Financial Planning's DCOR Position: Q3 2026 in Review

RCS Financial Planning sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2026, closing a stake of 9,258 shares — an estimated $759K sold.

RCS Financial Planning first reported a position in DCOR in Q1 2024 and held it in 10 quarters. The position peaked at $759K in Q2 2026. 18 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

RCS Financial Planning reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
RCS Financial Planning sold 9,258 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $759K.
RCS Financial Planning first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2024 and held it in 10 quarters.
RCS Financial Planning's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $759K in Q2 2026.
18 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on RCS Financial Planning's 13F filing for Q3 2026, filed 14 Oct 2026.