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

Root Financial Partners’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	-7,392	Closed	-$606K	–	3830
2026 Q2	$606K	Sell	7,392 -1,532	-17%	-$122K	0.02%	170
2026 Q1	$643K	Buy	+8,924	New	+$666K	0.03%	140

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Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $352M AUM 13.23% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.29B AUM 15.38% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

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

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Hardy Reed Tupelo, Mississippi $1.58B AUM 14.98% 1-Year Est. Return

Root Financial Partners's DCOR Position: Q3 2026 in Review

Root Financial Partners sold out of U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) in Q3 2026, closing a stake of 7,392 shares — an estimated $606K sold.

Root Financial Partners first reported a position in DCOR in Q1 2026 and held it in 2 quarters. The position peaked at $643K in Q1 2026. 122 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

Root Financial Partners reported no remaining U.S. Core Equity 1 Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
Root Financial Partners sold 7,392 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $606K.
Root Financial Partners first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2026 and held it in 2 quarters.
Root Financial Partners's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $643K in Q1 2026.
122 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.