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

Sax Wealth Advisors’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 		$2.08M Sell
25,177
-5,384
-18% -$450K 0.06% 190
2026
Q2 		$2.2M Sell
30,561
-3,503
-10% -$278K 0.09% 140
2026
Q1 		$2.51M Hold
34,064
– – 0.12% 106
2025
Q4 		$2.51M Sell
34,064
-2,920
-8% -$212K 0.12% 108
2025
Q3 		$2.66M Buy
36,984
+2,539
+7% +$177K 0.14% 91
2025
Q2 		$2.3M Buy
34,445
+16,027
+87% +$997K 0.14% 92
2025
Q1 		$1.13M Buy
18,418
+6,292
+52% +$405K 0.08% 128
2024
Q4 		$778K Buy
12,126
+608
+5% +$39.6K 0.06% 145
2024
Q3 		$730K Buy
11,518
+1,224
+12% +$74.6K 0.07% 118
2024
Q2 		$613K Buy
10,294
+1,610
+19% +$93.5K 0.06% 126
2024
Q1 		$509K Buy
8,684
+4,607
+113% +$255K 0.06% 114
2023
Q4 		$218K Buy
+4,077
New +$203K 0.04% 176

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
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return
Krilogy Financial
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
BI
BluePrint Investing San Francisco, California $128M AUM 9.87% 1-Year Est. Return
WC
Wolfstich Capital Medfield, Massachusetts $123M AUM 8.42% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Sax Wealth Advisors's DCOR Position: Q3 2026 in Review

Sax Wealth Advisors reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 18% in Q3 2026, selling an estimated $450K and leaving 25,177 shares worth $2.08M. The position accounts for 0.06% of the portfolio, ranked #190.

Sax Wealth Advisors first reported a position in DCOR in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.66M in Q3 2025. 17 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

  • Sax Wealth Advisors held 25,177 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $2.08M as of Q3 2026.
  • Sax Wealth Advisors sold 5,384 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $450K.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.06% of Sax Wealth Advisors's portfolio in Q3 2026, its #190 holding.
  • Sax Wealth Advisors first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
  • Sax Wealth Advisors's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $2.66M in Q3 2025.
  • 17 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.