BFA
DFUS

Beacon Financial Advisory’s Dimensional US Equity ETF DFUS Stock Holding History

Beacon Financial Advisory’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.16M Sell
14,147
-58
-0.4% -$4.59K 0.23% 117
2026
Q1 		$1.01M Sell
14,205
-64
-0.4% -$4.74K 0.23% 111
2025
Q4 		$1.06M Sell
14,269
-404
-3% -$29.7K 0.25% 104
2025
Q3 		$1.06M Sell
14,673
-372
-2% -$25.9K 0.25% 105
2025
Q2 		$1.01M Sell
15,045
-9,143
-38% -$566K 0.26% 100
2025
Q1 		$1.46M Sell
24,188
-2,308
-9% -$147K 0.44% 47
2024
Q4 		$1.69M Sell
26,496
-1,095
-4% -$70.2K 0.55% 36
2024
Q3 		$1.72M Sell
27,591
-865
-3% -$51.8K 0.58% 34
2024
Q2 		$1.67M Buy
28,456
+38
+0.1% +$2.16K 0.63% 30
2024
Q1 		$1.62M Sell
28,418
-172
-0.6% -$9.31K 0.79% 22
2023
Q4 		$1.48M Sell
28,590
-86
-0.3% -$4.16K 0.71% 30
2023
Q3 		$1.33M Buy
28,676
+1,029
+4% +$49.8K 0.74% 30
2023
Q2 		$1.33M Buy
27,647
+1,294
+5% +$58.9K 0.76% 29
2023
Q1 		$1.17M Buy
26,353
+6,905
+36% +$300K 0.74% 29
2022
Q4 		$809K Buy
19,448
+10,610
+120% +$444K 0.58% 52
2022
Q3 		$343K Buy
8,838
+35
+0.4% +$1.5K 0.24% 127
2022
Q2 		$359K Buy
+8,803
New +$390K 0.2% 144

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Beacon Financial Advisory reduced its Dimensional US Equity ETF (DFUS) stake by 0.41% in Q2 2026, selling an estimated $4.59K and leaving 14,147 shares worth $1.16M. The position accounts for 0.23% of the portfolio, ranked #117.

Beacon Financial Advisory first reported a position in DFUS in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.72M in Q3 2024. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Beacon Financial Advisory held 14,147 shares of Dimensional US Equity ETF worth $1.16M as of Q2 2026.
  • Beacon Financial Advisory sold 58 Dimensional US Equity ETF shares in Q2 2026, an estimated $4.59K.
  • Dimensional US Equity ETF made up 0.23% of Beacon Financial Advisory's portfolio in Q2 2026, its #117 holding.
  • Beacon Financial Advisory first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • Beacon Financial Advisory's Dimensional US Equity ETF position peaked at $1.72M in Q3 2024.
  • 873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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