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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
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 $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return