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Harbor Investment Advisory’s U.S. Core Equity 2 Portfolio ETF Class Shares 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

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

Harbor Investment Advisory's DFAC Position: Q2 2026 in Review

Harbor Investment Advisory increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 0.27% in Q2 2026, buying an estimated $299 and bringing the position to 2,644 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #513.

Harbor Investment Advisory first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 1,222 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Harbor Investment Advisory held 2,644 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $117K as of Q2 2026.
  • Harbor Investment Advisory bought 7 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2026, an estimated $299.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #513 holding.
  • Harbor Investment Advisory first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2021 and has held it in 21 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 Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.