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 Q3	$769K	Sell	20,437 -6	-0%	-$230	0.15%	180
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%	-$100K	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

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.91B AUM 13.96% 1-Year Est. Return

JMG Financial Group Downers Grove, Illinois $4.21B AUM 13.09% 1-Year Est. Return

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

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

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

Beacon Financial Advisory reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 0.03% in Q3 2026, selling an estimated $230 and leaving 20,437 shares worth $769K. 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 16 quarters since. 600 funds tracked by Wall St. Rank hold DFIC as of Q3 2026.

Beacon Financial Advisory held 20,437 shares of Dimensional International Core Equity 2 ETF worth $769K as of Q3 2026.
Beacon Financial Advisory sold 6 Dimensional International Core Equity 2 ETF shares in Q3 2026, an estimated $230.
Dimensional International Core Equity 2 ETF made up 0.15% of Beacon Financial Advisory's portfolio in Q3 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 16 quarters since.
600 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2026.

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