Werba Rubin Papier Wealth Management’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

Werba Rubin Papier Wealth Management’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	$1.39M	Sell	16,933 -609	-3%	-$48.3K	0.17%	78
2026 Q1	$1.26M	Buy	17,542 +125	+0.7%	+$9.34K	0.18%	69
2025 Q4	$1.28M	Sell	17,417 -238	-1%	-$17.3K	0.35%	52
2025 Q3	$1.27M	Buy	17,655 +66	+0.4%	+$4.59K	0.21%	65
2025 Q2	$1.18M	Buy	17,589 +7,785	+79%	+$484K	0.22%	68
2025 Q1	$601K	Buy	+9,804	New	+$632K	0.13%	91

Other funds holding DCOR

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 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

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

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 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

Werba Rubin Papier Wealth Management's DCOR Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 3.5% in Q2 2026, selling an estimated $48.3K and leaving 16,933 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #78.

Werba Rubin Papier Wealth Management first reported a position in DCOR in Q1 2025 and has held it in 6 quarters since. 242 funds tracked by Wall St. Rank hold DCOR as of Q2 2026.

Werba Rubin Papier Wealth Management held 16,933 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $1.39M as of Q2 2026.
Werba Rubin Papier Wealth Management sold 609 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q2 2026, an estimated $48.3K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.17% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #78 holding.
Werba Rubin Papier Wealth Management first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2025 and has held it in 6 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 Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.