HIA
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Harbor Investment Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Harbor Investment Advisory’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 		$117K Buy
2,644
+7
+0.3% +$299 0.01% 513
2026
Q1 		$102K Hold
2,637
– – 0.01% 506
2025
Q4 		$104K Hold
2,637
– – 0.01% 505
2025
Q3 		$102K Hold
2,637
– – 0.01% 494
2025
Q2 		$94.5K Hold
2,637
– – 0.01% 500
2025
Q1 		$87K Hold
2,637
– – 0.01% 499
2024
Q4 		$91.2K Hold
2,637
– – 0.01% 473
2024
Q3 		$90.4K Hold
2,637
– – 0.01% 479
2024
Q2 		$85K Hold
2,637
– – 0.01% 478
2024
Q1 		$84.3K Hold
2,637
– – 0.01% 481
2023
Q4 		$77.1K Buy
2,637
+368
+16% +$9.96K 0.01% 472
2023
Q3 		$59.4K Hold
2,269
– – 0.01% 513
2023
Q2 		$61.6K Hold
2,269
– – 0.01% 650
2023
Q1 		$57.8K Hold
2,269
– – 0.01% 669
2022
Q4 		$55.1K Hold
2,269
– – 0.01% 672
2022
Q3 		$50K Hold
2,269
– – 0.01% 698
2022
Q2 		$53K Hold
2,269
– – 0.01% 690
2022
Q1 		$63K Hold
2,269
– – 0.01% 680
2021
Q4 		$66K Hold
2,269
– – 0.01% 661
2021
Q3 		$60K Hold
2,269
– – 0.01% 684
2021
Q2 		$61K Buy
+2,269
New +$60.3K 0.01% 649

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
SC
Shearwater Capital Denver, Colorado $209M AUM 21.19% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return