Beacon Financial Advisory’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Beacon Financial Advisory’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$340K	Buy	8,653 +3,305	+62%	+$129K	0.06%	315
2026 Q2	$215K	Buy	+5,348	New	+$207K	0.04%	398
2021 Q2	–	Sell	-7,805	Closed	-$219K	–	224
2021 Q1	$219K	Buy	+7,805	New	+$222K	0.13%	197

Other funds holding DFAE

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Beacon Financial Advisory's DFAE Position: Q3 2026 in Review

Beacon Financial Advisory increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 62% in Q3 2026, buying an estimated $129K and bringing the position to 8,653 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #315.

Beacon Financial Advisory first reported a position in DFAE in Q1 2021 and has held it in 3 quarters since. 662 funds tracked by Wall St. Rank hold DFAE as of Q3 2026.

Beacon Financial Advisory held 8,653 shares of Dimensional Emerging Core Equity Market ETF worth $340K as of Q3 2026.
Beacon Financial Advisory bought 3,305 Dimensional Emerging Core Equity Market ETF shares in Q3 2026, an estimated $129K.
Dimensional Emerging Core Equity Market ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q3 2026, its #315 holding.
Beacon Financial Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 3 quarters since.
662 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.