XY Planning Network’s U.S. Core Equity 1 Portfolio ETF Class Shares DCOR Stock Holding History

XY Planning Network’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	$9.07M	Sell	109,692 -9,639	-8%	-$805K	0.98%	29
2026 Q2	$9.8M	Buy	119,331 +13,112	+12%	+$1.04M	1.23%	21
2026 Q1	$7.7M	Buy	106,219 +10,160	+11%	+$759K	1.23%	19
2025 Q4	$7.07M	Buy	96,059 +82,881	+629%	+$6.03M	1.23%	18
2025 Q3	$881K	Hold	13,178	–	–	0.3%	75
2025 Q2	$881K	Buy	13,178 +6,100	+86%	+$380K	0.3%	75
2025 Q1	$434K	Buy	+7,078	New	+$456K	0.29%	68

Other funds holding DCOR

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

BWM

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

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

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

BluePrint Investing San Francisco, California $128M AUM 9.87% 1-Year Est. Return

XY Planning Network's DCOR Position: Q3 2026 in Review

XY Planning Network reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 8.1% in Q3 2026, selling an estimated $805K and leaving 109,692 shares worth $9.07M. The position accounts for 0.98% of the portfolio, ranked #29.

XY Planning Network first reported a position in DCOR in Q1 2025 and has held it in 7 quarters since. The position peaked at $9.8M in Q2 2026. 26 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

XY Planning Network held 109,692 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $9.07M as of Q3 2026.
XY Planning Network sold 9,639 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $805K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.98% of XY Planning Network's portfolio in Q3 2026, its #29 holding.
XY Planning Network first reported a position in U.S. Core Equity 1 Portfolio ETF Class Shares in Q1 2025 and has held it in 7 quarters since.
XY Planning Network's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $9.8M in Q2 2026.
26 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.