Beacon Financial Advisory’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Beacon Financial 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 Q1	$866K	Hold	22,285	–	–	0.2%	142
2025 Q4	$882K	Sell	22,285 -2,676	-11%	-$104K	0.2%	132
2025 Q3	$963K	Hold	24,961	–	–	0.22%	121
2025 Q2	$895K	Hold	24,961	–	–	0.23%	121
2025 Q1	$823K	Buy	24,961 +2,169	+10%	+$75.3K	0.25%	110
2024 Q4	$788K	Buy	22,792 +962	+4%	+$33.9K	0.26%	108
2024 Q3	$749K	Buy	21,830 +1,423	+7%	+$47K	0.25%	116
2024 Q2	$658K	Buy	20,407 +3,797	+23%	+$120K	0.25%	120
2024 Q1	$531K	Buy	16,610 +717	+5%	+$21.6K	0.26%	114
2023 Q4	$465K	Buy	15,893 +5,316	+50%	+$144K	0.22%	128
2023 Q3	$277K	Buy	10,577 +2	+0%	+$55	0.15%	181
2023 Q2	$287K	Buy	10,575 +3	+0%	+$77	0.16%	169
2023 Q1	$269K	Buy	+10,572	New	+$268K	0.17%	160
2022 Q3	–	Sell	-30,235	Closed	-$704K	–	197
2022 Q2	$704K	Buy	+30,235	New	+$766K	0.4%	80

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Beacon Financial Advisory's DFAC Position: Q1 2026 in Review

Beacon Financial Advisory held its Dimensional US Core Equity 2 ETF (DFAC) position steady in Q1 2026 at 22,285 shares worth $866K. The position accounts for 0.2% of the portfolio, ranked #142.

Beacon Financial Advisory first reported a position in DFAC in Q2 2022 and has held it in 14 quarters since. The position peaked at $963K in Q3 2025. 1,168 funds tracked by Wall St. Rank hold DFAC as of Q1 2026.

Beacon Financial Advisory held 22,285 shares of Dimensional US Core Equity 2 ETF worth $866K as of Q1 2026.
Beacon Financial Advisory left its Dimensional US Core Equity 2 ETF share count unchanged in Q1 2026.
Dimensional US Core Equity 2 ETF made up 0.2% of Beacon Financial Advisory's portfolio in Q1 2026, its #142 holding.
Beacon Financial Advisory first reported a position in Dimensional US Core Equity 2 ETF in Q2 2022 and has held it in 14 quarters since.
Beacon Financial Advisory's Dimensional US Core Equity 2 ETF position peaked at $963K in Q3 2025.
1,168 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.