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

Triad Wealth 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 Q2	$2.09M	Sell	24,947 -8,104	-25%	-$643K	0.12%	115
2026 Q1	$2.38M	Buy	33,051 +3,740	+13%	+$279K	0.19%	91
2025 Q4	$2.16M	Buy	29,311 +5,901	+25%	+$429K	0.21%	83
2025 Q3	$1.68M	Buy	23,410 +14,486	+162%	+$1.01M	0.22%	77
2025 Q2	$597K	Buy	+8,924	New	+$555K	0.12%	132

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

Triad Wealth Partners's DCOR Position: Q2 2026 in Review

Triad Wealth Partners reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 25% in Q2 2026, selling an estimated $643K and leaving 24,947 shares worth $2.09M. The position accounts for 0.12% of the portfolio, ranked #115.

Triad Wealth Partners first reported a position in DCOR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q1 2026. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Triad Wealth Partners held 24,947 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $2.09M as of Q2 2026.
Triad Wealth Partners sold 8,104 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $643K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #115 holding.
Triad Wealth Partners 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.
Triad Wealth Partners's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $2.38M in Q1 2026.
242 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.