Harbour Investments’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Harbour Investments’s Portfolio DFAU Stock Details DFAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$753K	Buy	14,574 +4	+0%	+$200	0.01%	932
2026 Q1	$657K	Buy	14,570 +14,340	+6,235%	+$674K	0.01%	920
2025 Q4	$10.8K	Hold	230	–	–	﹤0.01%	2705
2025 Q3	$10.5K	Hold	230	–	–	﹤0.01%	2658
2025 Q2	$9.74K	Hold	230	–	–	﹤0.01%	2585
2025 Q1	$8.84K	Hold	230	–	–	﹤0.01%	2583
2024 Q4	$9.31K	Buy	230 +24	+12%	+$980	﹤0.01%	2482
2024 Q3	$8.18K	Buy	206 +17	+9%	+$649	﹤0.01%	2443
2024 Q2	$7.09K	Hold	189	–	–	﹤0.01%	2395
2024 Q1	$6.91K	Hold	189	–	–	﹤0.01%	2353
2023 Q4	$6.28K	Buy	+189	New	+$5.87K	﹤0.01%	2326
2021 Q4	–	Sell	-3,400	Closed	-$102K	–	2875
2021 Q3	$102K	Hold	3,400	–	–	﹤0.01%	1364
2021 Q2	$103K	Buy	+3,400	New	+$100K	﹤0.01%	1386

Other funds holding DFAU

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

MJFG

Mars Jewett Financial Group Bellevue, Washington $494M AUM

Harbour Investments's DFAU Position: Q2 2026 in Review

Harbour Investments increased its Dimensional US Core Equity Market ETF (DFAU) stake by 0.03% in Q2 2026, buying an estimated $200 and bringing the position to 14,574 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #932.

Harbour Investments first reported a position in DFAU in Q2 2021 and has held it in 13 quarters since. 600 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

Harbour Investments held 14,574 shares of Dimensional US Core Equity Market ETF worth $753K as of Q2 2026.
Harbour Investments bought 4 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $200.
Dimensional US Core Equity Market ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #932 holding.
Harbour Investments first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 13 quarters since.
600 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.