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Beacon Financial Advisory’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Beacon Financial Advisory’s Portfolio DFEM Stock Details DFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.21M Buy
29,719
+3,635
+14% +$143K 0.24% 107
2026
Q1 		$901K Buy
26,084
+2,865
+12% +$102K 0.2% 133
2025
Q4 		$768K Buy
23,219
+1,341
+6% +$43.8K 0.18% 147
2025
Q3 		$702K Buy
21,878
+1,282
+6% +$39.6K 0.16% 160
2025
Q2 		$611K Buy
20,596
+7,245
+54% +$199K 0.16% 168
2025
Q1 		$353K Buy
13,351
+5,690
+74% +$151K 0.11% 214
2024
Q4 		$201K Buy
+7,661
New +$208K 0.07% 288

Other funds holding DFEM

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

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

Beacon Financial Advisory increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 14% in Q2 2026, buying an estimated $143K and bringing the position to 29,719 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #107.

Beacon Financial Advisory first reported a position in DFEM in Q4 2024 and has held it in 7 quarters since. 597 funds tracked by Wall St. Rank hold DFEM as of Q2 2026.

  • Beacon Financial Advisory held 29,719 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $1.21M as of Q2 2026.
  • Beacon Financial Advisory bought 3,635 Dimensional Emerging Markets Core Equity 2 ETF shares in Q2 2026, an estimated $143K.
  • Dimensional Emerging Markets Core Equity 2 ETF made up 0.24% of Beacon Financial Advisory's portfolio in Q2 2026, its #107 holding.
  • Beacon Financial Advisory first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 7 quarters since.
  • 597 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q2 2026.

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