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

StrongBox Wealth’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 		$337K Buy
4,109
+12
+0.3% +$952 0.1% 84
2026
Q1 		$295K Sell
4,097
-295
-7% -$22K 0.09% 84
2025
Q4 		$323K Hold
4,392
– – 0.11% 80
2025
Q3 		$316K Buy
4,392
+200
+5% +$13.9K 0.11% 78
2025
Q2 		$280K Sell
4,192
-1,020
-20% -$63.5K 0.11% 81
2025
Q1 		$320K Buy
5,212
+93
+2% +$5.99K 0.13% 77
2024
Q4 		$328K Buy
+5,119
New +$333K 0.14% 72

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

StrongBox Wealth's DCOR Position: Q2 2026 in Review

StrongBox Wealth increased its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 0.29% in Q2 2026, buying an estimated $952 and bringing the position to 4,109 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #84.

StrongBox Wealth first reported a position in DCOR in Q4 2024 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

  • StrongBox Wealth held 4,109 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $337K as of Q2 2026.
  • StrongBox Wealth bought 12 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $952.
  • U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.1% of StrongBox Wealth's portfolio in Q2 2026, its #84 holding.
  • StrongBox Wealth first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.