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Beacon Financial Advisory’s Dimensional US Small Cap ETF DFAS Stock Holding History

Beacon Financial Advisory’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$480K Sell
5,828
-224
-4% -$17.4K 0.09% 254
2026
Q1 		$430K Sell
6,052
-140
-2% -$10.3K 0.1% 251
2025
Q4 		$431K Sell
6,192
-195
-3% -$13.4K 0.1% 232
2025
Q3 		$437K Sell
6,387
-416
-6% -$27.8K 0.1% 229
2025
Q2 		$433K Sell
6,803
-1,961
-22% -$118K 0.11% 222
2025
Q1 		$524K Sell
8,764
-1,535
-15% -$98.7K 0.16% 163
2024
Q4 		$670K Buy
10,299
+686
+7% +$45.9K 0.22% 128
2024
Q3 		$624K Buy
9,613
+544
+6% +$34K 0.21% 132
2024
Q2 		$545K Buy
9,069
+1,127
+14% +$67.8K 0.2% 137
2024
Q1 		$495K Buy
7,942
+97
+1% +$5.74K 0.24% 122
2023
Q4 		$468K Buy
7,845
+12
+0.2% +$643 0.23% 126
2023
Q3 		$411K Buy
7,833
+206
+3% +$11.3K 0.23% 135
2023
Q2 		$418K Buy
7,627
+519
+7% +$27.1K 0.24% 133
2023
Q1 		$375K Buy
7,108
+2,713
+62% +$147K 0.24% 133
2022
Q4 		$225K Buy
+4,395
New +$226K 0.16% 167

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Beacon Financial Advisory reduced its Dimensional US Small Cap ETF (DFAS) stake by 3.7% in Q2 2026, selling an estimated $17.4K and leaving 5,828 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #254.

Beacon Financial Advisory first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. The position peaked at $670K in Q4 2024. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Beacon Financial Advisory held 5,828 shares of Dimensional US Small Cap ETF worth $480K as of Q2 2026.
  • Beacon Financial Advisory sold 224 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $17.4K.
  • Dimensional US Small Cap ETF made up 0.09% of Beacon Financial Advisory's portfolio in Q2 2026, its #254 holding.
  • Beacon Financial Advisory first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Beacon Financial Advisory's Dimensional US Small Cap ETF position peaked at $670K in Q4 2024.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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