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

Sageworth Trust’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	$30.5M	Buy	372,379 +6,946	+2%	+$551K	1.2%	14
2026 Q1	$26.3M	Buy	365,433 +22,085	+6%	+$1.65M	1.13%	14
2025 Q4	$25.3M	Buy	343,348 +40,692	+13%	+$2.96M	1.08%	14
2025 Q3	$21.8M	Buy	302,656 +5,969	+2%	+$415K	1.01%	13
2025 Q2	$19.8M	Buy	296,687 +55,739	+23%	+$3.47M	1.1%	13
2025 Q1	$14.8M	Buy	240,948 +49,227	+26%	+$3.17M	0.92%	16
2024 Q4	$12.3M	Buy	191,721 +35,115	+22%	+$2.29M	0.76%	17
2024 Q3	$9.9M	Buy	156,606 +57,786	+58%	+$3.52M	0.59%	18
2024 Q2	$5.88M	Buy	98,820 +50,570	+105%	+$2.94M	0.37%	21
2024 Q1	$2.83M	Buy	+48,250	New	+$2.68M	0.18%	31

Other funds holding DCOR

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

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

Your Advocates Ltd Houston, Texas $350M AUM 21.03% 1-Year Est. Return

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

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Sageworth Trust's DCOR Position: Q2 2026 in Review

Sageworth Trust increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 1.9% in Q2 2026, buying an estimated $551K and bringing the position to 372,379 shares worth $30.5M. The position accounts for 1.2% of the portfolio, ranked #14.

Sageworth Trust first reported a position in DCOR in Q1 2024 and has held it in 10 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Sageworth Trust held 372,379 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $30.5M as of Q2 2026.
Sageworth Trust bought 6,946 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $551K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 1.2% of Sageworth Trust's portfolio in Q2 2026, its #14 holding.
Sageworth Trust first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2024 and has held it in 10 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 Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.