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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Beacon Financial Advisory increased its Dimensional International Value ETF (DFIV) stake by 10% in Q1 2026, buying an estimated $120K and bringing the position to 24,557 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #81.

Beacon Financial Advisory first reported a position in DFIV in Q3 2024 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold DFIV as of Q1 2026.

Beacon Financial Advisory held 24,557 shares of Dimensional International Value ETF worth $1.3M as of Q1 2026.
Beacon Financial Advisory bought 2,261 Dimensional International Value ETF shares in Q1 2026, an estimated $120K.
Dimensional International Value ETF made up 0.29% of Beacon Financial Advisory's portfolio in Q1 2026, its #81 holding.
Beacon Financial Advisory first reported a position in Dimensional International Value ETF in Q3 2024 and has held it in 7 quarters since.
849 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q1 2026.

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