Beacon Financial Advisory’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$726K	Buy	20,427 +222	+1%	+$8.07K	0.16%	170
2025 Q4	$696K	Sell	20,205 -515	-2%	-$17.2K	0.16%	167
2025 Q3	$679K	Sell	20,720 -289	-1%	-$9.22K	0.16%	162
2025 Q2	$653K	Buy	21,009 +14	+0.1%	+$410	0.17%	154
2025 Q1	$583K	Sell	20,995 -3,652	-15%	-$99.7K	0.18%	149
2024 Q4	$637K	Sell	24,647 -1,521	-6%	-$40.8K	0.21%	135
2024 Q3	$736K	Sell	26,168 -1,275	-5%	-$34.5K	0.25%	118
2024 Q2	$721K	Buy	27,443 +1,901	+7%	+$50.7K	0.27%	111
2024 Q1	$683K	Buy	25,542 +452	+2%	+$11.6K	0.33%	94
2023 Q4	$641K	Sell	25,090 -1,498	-6%	-$35.6K	0.31%	97
2023 Q3	$621K	Buy	26,588 +1,093	+4%	+$26.5K	0.34%	96
2023 Q2	$619K	Buy	25,495 +2,645	+12%	+$64.3K	0.36%	92
2023 Q1	$550K	Buy	22,850 +12,515	+121%	+$297K	0.35%	98
2022 Q4	$231K	Buy	+10,335	New	+$221K	0.17%	163

Other funds holding DFIC

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

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

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Beacon Financial Advisory increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.1% in Q1 2026, buying an estimated $8.07K and bringing the position to 20,427 shares worth $726K. The position accounts for 0.16% of the portfolio, ranked #170.

Beacon Financial Advisory first reported a position in DFIC in Q4 2022 and has held it in 14 quarters since. The position peaked at $736K in Q3 2024. 608 funds tracked by Wall St. Rank hold DFIC as of Q1 2026.

Beacon Financial Advisory held 20,427 shares of Dimensional International Core Equity 2 ETF worth $726K as of Q1 2026.
Beacon Financial Advisory bought 222 Dimensional International Core Equity 2 ETF shares in Q1 2026, an estimated $8.07K.
Dimensional International Core Equity 2 ETF made up 0.16% of Beacon Financial Advisory's portfolio in Q1 2026, its #170 holding.
Beacon Financial Advisory first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Financial Advisory's Dimensional International Core Equity 2 ETF position peaked at $736K in Q3 2024.
608 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q1 2026.

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