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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
Q2 		$762K Buy
20,443
+16
+0.1% +$600 0.15% 180
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
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Beacon Financial Advisory increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.08% in Q2 2026, buying an estimated $600 and bringing the position to 20,443 shares worth $762K. The position accounts for 0.15% of the portfolio, ranked #180.

Beacon Financial Advisory first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. 639 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Beacon Financial Advisory held 20,443 shares of Dimensional International Core Equity 2 ETF worth $762K as of Q2 2026.
  • Beacon Financial Advisory bought 16 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $600.
  • Dimensional International Core Equity 2 ETF made up 0.15% of Beacon Financial Advisory's portfolio in Q2 2026, its #180 holding.
  • Beacon Financial Advisory first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 639 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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