Beacon Financial Advisory
DFUS icon

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
Q3 		$1.17M Sell
14,137
-10
-0.1% -$830 0.22% 108
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

MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

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

Beacon Financial Advisory reduced its Dimensional US Equity ETF (DFUS) stake by 0.07% in Q3 2026, selling an estimated $830 and leaving 14,137 shares worth $1.17M. The position accounts for 0.22% of the portfolio, ranked #108.

Beacon Financial Advisory first reported a position in DFUS in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.72M in Q3 2024. 637 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Beacon Financial Advisory held 14,137 shares of Dimensional US Equity ETF worth $1.17M as of Q3 2026.
  • Beacon Financial Advisory sold 10 Dimensional US Equity ETF shares in Q3 2026, an estimated $830.
  • Dimensional US Equity ETF made up 0.22% of Beacon Financial Advisory's portfolio in Q3 2026, its #108 holding.
  • Beacon Financial Advisory first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 18 quarters since.
  • Beacon Financial Advisory's Dimensional US Equity ETF position peaked at $1.72M in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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