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 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 Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Beacon Financial Advisory reduced its Dimensional US Equity ETF (DFUS) stake by 0.45% in Q1 2026, selling an estimated $4.74K and leaving 14,205 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #111.

Beacon Financial Advisory first reported a position in DFUS in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.72M in Q3 2024. 852 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

Beacon Financial Advisory held 14,205 shares of Dimensional US Equity ETF worth $1.01M as of Q1 2026.
Beacon Financial Advisory sold 64 Dimensional US Equity ETF shares in Q1 2026, an estimated $4.74K.
Dimensional US Equity ETF made up 0.23% of Beacon Financial Advisory's portfolio in Q1 2026, its #111 holding.
Beacon Financial Advisory first reported a position in Dimensional US Equity ETF in Q2 2022 and has held it in 16 quarters since.
Beacon Financial Advisory's Dimensional US Equity ETF position peaked at $1.72M in Q3 2024.
852 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

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