Bare Financial Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Bare Financial Services’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.7K	Hold	1,007	–	–	0.01%	111
2026 Q1	$39.1K	Hold	1,007	–	–	0.01%	91
2025 Q4	$39.9K	Hold	1,007	–	–	0.01%	95
2025 Q3	$38.8K	Hold	1,007	–	–	0.01%	86
2025 Q2	$36.1K	Hold	1,007	–	–	0.01%	82
2025 Q1	$33.2K	Hold	1,007	–	–	0.01%	69
2024 Q4	$34.8K	Hold	1,007	–	–	0.01%	70
2024 Q3	$34.5K	Hold	1,007	–	–	0.01%	66
2024 Q2	$33.6K	Hold	1,007	–	–	0.02%	68
2024 Q1	$30.7K	Buy	+1,007	New	+$30.4K	0.03%	64

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Bare Financial Services's DFAC Position: Q2 2026 in Review

Bare Financial Services held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q2 2026 at 1,007 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #111.

Bare Financial Services first reported a position in DFAC in Q1 2024 and has held it in 10 quarters since. 1,224 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Bare Financial Services held 1,007 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $44.7K as of Q2 2026.
Bare Financial Services left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q2 2026.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Bare Financial Services's portfolio in Q2 2026, its #111 holding.
Bare Financial Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q1 2024 and has held it in 10 quarters since.
1,224 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.