Beacon Financial Advisory
DFAI icon

Beacon Financial Advisory’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

Beacon Financial Advisory’s Portfolio DFAI Stock Details DFAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$393K Buy
9,492
+20
+0.2% +$847 0.07% 295
2026
Q2 		$391K Sell
9,472
-518
-5% -$21.3K 0.08% 287
2026
Q1 		$389K Buy
9,990
+12
+0.1% +$480 0.09% 267
2025
Q4 		$380K Buy
9,978
+307
+3% +$11.4K 0.09% 253
2025
Q3 		$352K Buy
9,671
+1,966
+26% +$69.5K 0.08% 263
2025
Q2 		$266K Buy
7,705
+527
+7% +$17.3K 0.07% 289
2025
Q1 		$224K Sell
7,178
-3,732
-34% -$115K 0.07% 302
2024
Q4 		$319K Buy
10,910
+1,009
+10% +$30.6K 0.1% 216
2024
Q3 		$315K Sell
9,901
-990
-9% -$30.3K 0.11% 211
2024
Q2 		$323K Sell
10,891
-2,199
-17% -$66K 0.12% 203
2024
Q1 		$396K Buy
13,090
+2
+0% +$58 0.19% 145
2023
Q4 		$375K Sell
13,088
-989
-7% -$26.4K 0.18% 156
2023
Q3 		$368K Buy
14,077
+8
+0.1% +$217 0.2% 144
2023
Q2 		$384K Buy
14,069
+20
+0.1% +$547 0.22% 140
2023
Q1 		$379K Buy
14,049
+505
+4% +$13.4K 0.24% 131
2022
Q4 		$339K Sell
13,544
-1,135
-8% -$27.2K 0.24% 128
2022
Q3 		$317K Sell
14,679
-4,163
-22% -$100K 0.23% 139
2022
Q2 		$455K Sell
18,842
-276
-1% -$7.25K 0.26% 128
2022
Q1 		$538K Buy
19,118
+662
+4% +$18.9K 0.26% 120
2021
Q4 		$546K Sell
18,456
-5,233
-22% -$154K 0.25% 121
2021
Q3 		$685K Buy
23,689
+1,064
+5% +$31.5K 0.36% 87
2021
Q2 		$661K Sell
22,625
-6,423
-22% -$188K 0.36% 92
2021
Q1 		$810K Buy
+29,048
New +$800K 0.46% 77

Other funds holding DFAI

First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Beacon Financial Advisory increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.21% in Q3 2026, buying an estimated $847 and bringing the position to 9,492 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #295.

Beacon Financial Advisory first reported a position in DFAI in Q1 2021 and has held it in 23 quarters since. The position peaked at $810K in Q1 2021. 761 funds tracked by Wall St. Rank hold DFAI as of Q3 2026.

  • Beacon Financial Advisory held 9,492 shares of Dimensional International Core Equity Market ETF worth $393K as of Q3 2026.
  • Beacon Financial Advisory bought 20 Dimensional International Core Equity Market ETF shares in Q3 2026, an estimated $847.
  • Dimensional International Core Equity Market ETF made up 0.07% of Beacon Financial Advisory's portfolio in Q3 2026, its #295 holding.
  • Beacon Financial Advisory first reported a position in Dimensional International Core Equity Market ETF in Q1 2021 and has held it in 23 quarters since.
  • Beacon Financial Advisory's Dimensional International Core Equity Market ETF position peaked at $810K in Q1 2021.
  • 761 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2026.

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