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Barry Investment Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Barry Investment Advisors’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 		$639K Sell
14,413
-144
-1% -$6.16K 0.13% 51
2026
Q1 		$566K Buy
14,557
+29
+0.2% +$1.17K 0.12% 57
2025
Q4 		$575K Buy
14,528
+20
+0.1% +$781 0.13% 58
2025
Q3 		$560K Buy
14,508
+31
+0.2% +$1.16K 0.13% 65
2025
Q2 		$519K Buy
14,477
+142
+1% +$4.74K 0.13% 66
2025
Q1 		$473K Buy
14,335
+27
+0.2% +$937 0.13% 71
2024
Q4 		$495K Buy
14,308
+45
+0.3% +$1.58K 0.16% 69
2024
Q3 		$489K Buy
14,263
+166
+1% +$5.48K 0.15% 69
2024
Q2 		$454K Buy
14,097
+443
+3% +$14K 0.15% 74
2024
Q1 		$436K Buy
13,654
+1,494
+12% +$45.1K 0.15% 77
2023
Q4 		$355K Buy
+12,160
New +$329K 0.12% 80

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Barry Investment Advisors's DFAC Position: Q2 2026 in Review

Barry Investment Advisors reduced its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.99% in Q2 2026, selling an estimated $6.16K and leaving 14,413 shares worth $639K. The position accounts for 0.13% of the portfolio, ranked #51.

Barry Investment Advisors first reported a position in DFAC in Q4 2023 and has held it in 11 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Barry Investment Advisors held 14,413 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $639K as of Q2 2026.
  • Barry Investment Advisors sold 144 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $6.16K.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.13% of Barry Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Barry Investment Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2023 and has held it in 11 quarters since.
  • 1,222 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.