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Harbour Investments’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Harbour Investments’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
Q1 		$1.04M Buy
26,888
+15,089
+128% +$608K 0.02% 745
2025
Q4 		$467K Sell
11,799
-270
-2% -$10.5K 0.01% 882
2025
Q3 		$466K Hold
12,069
– – 0.01% 857
2025
Q2 		$433K Buy
12,069
+1,221
+11% +$40.7K 0.01% 825
2025
Q1 		$358K Buy
10,848
+622
+6% +$21.6K 0.01% 850
2024
Q4 		$354K Hold
10,226
– – 0.01% 815
2024
Q3 		$351K Buy
10,226
+60
+0.6% +$1.98K 0.01% 793
2024
Q2 		$328K Sell
10,166
-828
-8% -$26.1K 0.01% 765
2024
Q1 		$351K Buy
10,994
+2,645
+32% +$79.8K 0.01% 719
2023
Q4 		$244K Sell
8,349
-158
-2% -$4.28K 0.01% 786
2023
Q3 		$223K Hold
8,507
– – 0.01% 750
2023
Q2 		$231K Hold
8,507
– – 0.01% 747
2023
Q1 		$217K Hold
8,507
– – 0.01% 743
2022
Q4 		$207K Hold
8,507
– – 0.01% 734
2022
Q3 		$198K Hold
8,507
– – 0.01% 692
2022
Q2 		$198K Buy
+8,507
New +$215K 0.01% 692
2021
Q4 		$255K Sell
8,788
-3,869
-31% -$109K 0.02% 629
2021
Q3 		$336K Sell
12,657
-190
-1% -$5.16K 0.01% 798
2021
Q2 		$347K Buy
+12,847
New +$341K 0.01% 825

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Harbour Investments's DFAC Position: Q1 2026 in Review

Harbour Investments increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 128% in Q1 2026, buying an estimated $608K and bringing the position to 26,888 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #745.

Harbour Investments first reported a position in DFAC in Q2 2021 and has held it in 19 quarters since. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

  • Harbour Investments held 26,888 shares of Dimensional US Core Equity 2 ETF worth $1.04M as of Q1 2026.
  • Harbour Investments bought 15,089 Dimensional US Core Equity 2 ETF shares in Q1 2026, an estimated $608K.
  • Dimensional US Core Equity 2 ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #745 holding.
  • Harbour Investments first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 19 quarters since.
  • 1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.