BFA
DFAI

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Beacon Financial Advisory increased its Dimensional International Core Equity Market ETF (DFAI) stake by 0.12% in Q1 2026, buying an estimated $480 and bringing the position to 9,990 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #267.

Beacon Financial Advisory first reported a position in DFAI in Q1 2021 and has held it in 21 quarters since. The position peaked at $810K in Q1 2021. 791 funds tracked by Wall St. Rank hold DFAI as of Q1 2026.

  • Beacon Financial Advisory held 9,990 shares of Dimensional International Core Equity Market ETF worth $389K as of Q1 2026.
  • Beacon Financial Advisory bought 12 Dimensional International Core Equity Market ETF shares in Q1 2026, an estimated $480.
  • Dimensional International Core Equity Market ETF made up 0.09% of Beacon Financial Advisory's portfolio in Q1 2026, its #267 holding.
  • Beacon Financial Advisory first reported a position in Dimensional International Core Equity Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Beacon Financial Advisory's Dimensional International Core Equity Market ETF position peaked at $810K in Q1 2021.
  • 791 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q1 2026.

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