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Beacon Financial Advisory’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Beacon Financial Advisory’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$510K Sell
9,865
-1,130
-10% -$56.6K 0.1% 242
2026
Q1 		$496K Sell
10,995
-449
-4% -$21.1K 0.11% 231
2025
Q4 		$536K Sell
11,444
-664
-5% -$30.8K 0.12% 204
2025
Q3 		$554K Sell
12,108
-584
-5% -$25.7K 0.13% 194
2025
Q2 		$538K Sell
12,692
-3,235
-20% -$127K 0.14% 191
2025
Q1 		$612K Sell
15,927
-5,985
-27% -$243K 0.19% 142
2024
Q4 		$887K Buy
21,912
+2,147
+11% +$87.7K 0.29% 97
2024
Q3 		$784K Sell
19,765
-1,615
-8% -$61.7K 0.27% 108
2024
Q2 		$802K Buy
21,380
+13
+0.1% +$472 0.3% 97
2024
Q1 		$781K Buy
21,367
+10
+0% +$346 0.38% 81
2023
Q4 		$710K Sell
21,357
-1,875
-8% -$58.2K 0.34% 91
2023
Q3 		$696K Buy
23,232
+6
+0% +$187 0.38% 86
2023
Q2 		$720K Buy
23,226
+5
+0% +$147 0.41% 77
2023
Q1 		$668K Sell
23,221
-3,241
-12% -$91.6K 0.42% 76
2022
Q4 		$715K Sell
26,462
-1,784
-6% -$48.5K 0.51% 63
2022
Q3 		$710K Sell
28,246
-1,620
-5% -$45.1K 0.51% 55
2022
Q2 		$789K Sell
29,866
-368
-1% -$10.6K 0.45% 63
2022
Q1 		$953K Buy
30,234
+977
+3% +$30.4K 0.46% 64
2021
Q4 		$965K Sell
29,257
-9,614
-25% -$308K 0.45% 72
2021
Q3 		$1.17M Buy
38,871
+1,626
+4% +$50.2K 0.61% 44
2021
Q2 		$1.13M Sell
37,245
-10,582
-22% -$313K 0.6% 46
2021
Q1 		$1.35M Buy
+47,827
New +$1.31M 0.77% 30

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

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

Beacon Financial Advisory reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 10% in Q2 2026, selling an estimated $56.6K and leaving 9,865 shares worth $510K. The position accounts for 0.1% of the portfolio, ranked #242.

Beacon Financial Advisory first reported a position in DFAU in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.35M in Q1 2021. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Beacon Financial Advisory held 9,865 shares of Dimensional US Core Equity Market ETF worth $510K as of Q2 2026.
  • Beacon Financial Advisory sold 1,130 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $56.6K.
  • Dimensional US Core Equity Market ETF made up 0.1% of Beacon Financial Advisory's portfolio in Q2 2026, its #242 holding.
  • Beacon Financial Advisory first reported a position in Dimensional US Core Equity Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Beacon Financial Advisory's Dimensional US Core Equity Market ETF position peaked at $1.35M in Q1 2021.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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