Summit Wealth Group (Colorado)’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Summit Wealth Group (Colorado)’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	$1.16M	Hold	14,002	–	–	0.07%	151
2026 Q2	$1.15M	Buy	14,002 +257	+2%	+$20.4K	0.1%	119
2026 Q1	$991K	Hold	13,745	–	–	0.1%	107
2025 Q4	$1.01M	Buy	+13,745	New	+$1000K	0.13%	96
2025 Q3	–	Sell	-13,745	Closed	-$919K	–	508
2025 Q2	$919K	Buy	+13,745	New	+$855K	0.23%	93

Other funds holding DCOR

Bernicke Wealth Management Altoona, Wisconsin $878M AUM 9.95% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 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

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

BWM

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

Beacon Hill Wealth Management Victoria $164M AUM

Summit Wealth Group (Colorado)'s DCOR Position: Q3 2026 in Review

Summit Wealth Group (Colorado) held its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) position steady in Q3 2026 at 14,002 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #151.

Summit Wealth Group (Colorado) first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

Summit Wealth Group (Colorado) held 14,002 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $1.16M as of Q3 2026.
Summit Wealth Group (Colorado) left its U.S. Core Equity 1 Portfolio ETF Class Shares share count unchanged in Q3 2026.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #151 holding.
Summit Wealth Group (Colorado) first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q2 2025 and has held it in 5 quarters since.
117 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.