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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

Beacon Financial Advisory increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 12% in Q1 2026, buying an estimated $102K and bringing the position to 26,084 shares worth $901K. The position accounts for 0.2% of the portfolio, ranked #133.

Beacon Financial Advisory first reported a position in DFEM in Q4 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold DFEM as of Q1 2026.

Beacon Financial Advisory held 26,084 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $901K as of Q1 2026.
Beacon Financial Advisory bought 2,865 Dimensional Emerging Markets Core Equity 2 ETF shares in Q1 2026, an estimated $102K.
Dimensional Emerging Markets Core Equity 2 ETF made up 0.2% of Beacon Financial Advisory's portfolio in Q1 2026, its #133 holding.
Beacon Financial Advisory first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q4 2024 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q1 2026.

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