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 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Beacon Financial Advisory's DFAE Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Dimensional Emerging Core Equity Market ETF (DFAE) in Q2 2026: 5,348 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #398 among its holdings. This is a return to the name: Beacon Financial Advisory previously reported a position in DFAE as recently as Q1 2021.

Beacon Financial Advisory first reported a position in DFAE in Q1 2021 and has held it in 2 quarters since. The position peaked at $219K in Q1 2021. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Beacon Financial Advisory held 5,348 shares of Dimensional Emerging Core Equity Market ETF worth $215K as of Q2 2026.
Dimensional Emerging Core Equity Market ETF was a new Beacon Financial Advisory position in Q2 2026.
Dimensional Emerging Core Equity Market ETF made up 0.04% of Beacon Financial Advisory's portfolio in Q2 2026, its #398 holding.
Beacon Financial Advisory first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2021 and has held it in 2 quarters since.
Beacon Financial Advisory's Dimensional Emerging Core Equity Market ETF position peaked at $219K in Q1 2021.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.