Beacon Financial Advisory’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Beacon Financial Advisory’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$392K	Sell	9,285 -25	-0.3%	-$1.07K	0.09%	265
2025 Q4	$396K	Sell	9,310 -1,091	-10%	-$46.7K	0.09%	245
2025 Q3	$445K	Sell	10,401 -126	-1%	-$5.34K	0.1%	225
2025 Q2	$445K	Buy	10,527 +31	+0.3%	+$1.29K	0.12%	219
2025 Q1	$441K	Sell	10,496 -2,906	-22%	-$121K	0.13%	183
2024 Q4	$553K	Buy	13,402 +208	+2%	+$8.76K	0.18%	150
2024 Q3	$570K	Sell	13,194 -399	-3%	-$17K	0.19%	144
2024 Q2	$565K	Sell	13,593 -263	-2%	-$10.9K	0.21%	133
2024 Q1	$581K	Sell	13,856 -63	-0.5%	-$2.65K	0.28%	104
2023 Q4	$590K	Buy	13,919 +60	+0.4%	+$2.45K	0.28%	104
2023 Q3	$559K	Buy	13,859 +698	+5%	+$28.8K	0.31%	102
2023 Q2	$549K	Buy	13,161 +1,091	+9%	+$46.1K	0.32%	105
2023 Q1	$513K	Buy	12,070 +3,718	+45%	+$157K	0.33%	105
2022 Q4	$347K	Buy	+8,352	New	+$345K	0.25%	125

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Beacon Financial Advisory reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 0.27% in Q1 2026, selling an estimated $1.07K and leaving 9,285 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #265.

Beacon Financial Advisory first reported a position in DFCF in Q4 2022 and has held it in 14 quarters since. The position peaked at $590K in Q4 2023. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

Beacon Financial Advisory held 9,285 shares of Dimensional Core Fixed Income ETF worth $392K as of Q1 2026.
Beacon Financial Advisory sold 25 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $1.07K.
Dimensional Core Fixed Income ETF made up 0.09% of Beacon Financial Advisory's portfolio in Q1 2026, its #265 holding.
Beacon Financial Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Financial Advisory's Dimensional Core Fixed Income ETF position peaked at $590K in Q4 2023.
481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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