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Beacon Financial Advisory’s Dimensional International Value ETF DFIV Stock Holding History

Beacon Financial Advisory’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.6M Buy
29,672
+5,115
+21% +$281K 0.32% 73
2026
Q1 		$1.3M Buy
24,557
+2,261
+10% +$120K 0.29% 81
2025
Q4 		$1.11M Buy
22,296
+1,609
+8% +$76.5K 0.26% 95
2025
Q3 		$954K Buy
20,687
+1,140
+6% +$51K 0.22% 123
2025
Q2 		$837K Buy
19,547
+5,305
+37% +$216K 0.22% 129
2025
Q1 		$561K Buy
14,242
+6,681
+88% +$255K 0.17% 152
2024
Q4 		$268K Buy
7,561
+1,392
+23% +$51K 0.09% 246
2024
Q3 		$235K Buy
+6,169
New +$228K 0.08% 261

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Beacon Financial Advisory increased its Dimensional International Value ETF (DFIV) stake by 21% in Q2 2026, buying an estimated $281K and bringing the position to 29,672 shares worth $1.6M. The position accounts for 0.32% of the portfolio, ranked #73.

Beacon Financial Advisory first reported a position in DFIV in Q3 2024 and has held it in 8 quarters since. 896 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Beacon Financial Advisory held 29,672 shares of Dimensional International Value ETF worth $1.6M as of Q2 2026.
  • Beacon Financial Advisory bought 5,115 Dimensional International Value ETF shares in Q2 2026, an estimated $281K.
  • Dimensional International Value ETF made up 0.32% of Beacon Financial Advisory's portfolio in Q2 2026, its #73 holding.
  • Beacon Financial Advisory first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 896 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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