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 Q3	$285K	Sell	7,110 -1,751	-20%	-$72.6K	0.05%	353
2026 Q2	$374K	Sell	8,861 -424	-5%	-$17.9K	0.07%	294
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%	-$2.64K	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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Beacon Financial Advisory's DFCF Position: Q3 2026 in Review

Beacon Financial Advisory reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 20% in Q3 2026, selling an estimated $72.6K and leaving 7,110 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #353.

Beacon Financial Advisory first reported a position in DFCF in Q4 2022 and has held it in 16 quarters since. The position peaked at $590K in Q4 2023. 291 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

Beacon Financial Advisory held 7,110 shares of Dimensional Core Fixed Income ETF worth $285K as of Q3 2026.
Beacon Financial Advisory sold 1,751 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $72.6K.
Dimensional Core Fixed Income ETF made up 0.05% of Beacon Financial Advisory's portfolio in Q3 2026, its #353 holding.
Beacon Financial Advisory first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
Beacon Financial Advisory's Dimensional Core Fixed Income ETF position peaked at $590K in Q4 2023.
291 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.