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

Yardley 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 Q3	$437K	Sell	5,289 -517	-9%	-$43.2K	0.19%	31
2026 Q2	$476K	Sell	5,806 -112	-2%	-$8.88K	0.22%	26
2026 Q1	$427K	Sell	5,918 -870	-13%	-$65K	0.22%	26
2025 Q4	$500K	Hold	6,788	–	–	0.27%	26
2025 Q3	$488K	Hold	6,788	–	–	0.27%	26
2025 Q2	$454K	Buy	6,788 +943	+16%	+$58.7K	0.25%	28
2025 Q1	$358K	Buy	+5,845	New	+$377K	0.21%	33

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 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

Yardley Wealth Management's DCOR Position: Q3 2026 in Review

Yardley Wealth Management reduced its U.S. Core Equity 1 Portfolio ETF Class Shares (DCOR) stake by 8.9% in Q3 2026, selling an estimated $43.2K and leaving 5,289 shares worth $437K. The position accounts for 0.19% of the portfolio, ranked #31.

Yardley Wealth Management first reported a position in DCOR in Q1 2025 and has held it in 7 quarters since. The position peaked at $500K in Q4 2025. 120 funds tracked by Wall St. Rank hold DCOR as of Q3 2026.

Yardley Wealth Management held 5,289 shares of U.S. Core Equity 1 Portfolio ETF Class Shares worth $437K as of Q3 2026.
Yardley Wealth Management sold 517 U.S. Core Equity 1 Portfolio ETF Class Shares shares in Q3 2026, an estimated $43.2K.
U.S. Core Equity 1 Portfolio ETF Class Shares made up 0.19% of Yardley Wealth Management's portfolio in Q3 2026, its #31 holding.
Yardley Wealth Management 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.
Yardley Wealth Management's U.S. Core Equity 1 Portfolio ETF Class Shares position peaked at $500K in Q4 2025.
120 funds tracked by Wall St. Rank held U.S. Core Equity 1 Portfolio ETF Class Shares as of Q3 2026.

Based on Yardley Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.