Beacon Financial Advisory
DFUV icon

Beacon Financial Advisory’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Beacon Financial Advisory’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.84M Sell
33,495
-6
-0% -$337 0.35% 60
2026
Q2 		$1.84M Buy
33,501
+10
+0% +$525 0.36% 65
2026
Q1 		$1.62M Sell
33,491
-777
-2% -$38.1K 0.37% 60
2025
Q4 		$1.6M Sell
34,268
-624
-2% -$28.3K 0.37% 61
2025
Q3 		$1.56M Sell
34,892
-2,170
-6% -$94.5K 0.36% 62
2025
Q2 		$1.57M Buy
37,062
+724
+2% +$29.1K 0.41% 53
2025
Q1 		$1.5M Sell
36,338
-3,477
-9% -$146K 0.45% 46
2024
Q4 		$1.63M Buy
39,815
+322
+0.8% +$13.7K 0.53% 40
2024
Q3 		$1.65M Buy
39,493
+1,224
+3% +$49.5K 0.56% 39
2024
Q2 		$1.5M Buy
38,269
+2,559
+7% +$101K 0.56% 35
2024
Q1 		$1.46M Buy
35,710
+1,417
+4% +$54.1K 0.71% 26
2023
Q4 		$1.28M Sell
34,293
-5,142
-13% -$177K 0.62% 36
2023
Q3 		$1.34M Buy
39,435
+1,714
+5% +$60K 0.74% 29
2023
Q2 		$1.3M Buy
37,721
+3,739
+11% +$125K 0.75% 32
2023
Q1 		$1.14M Buy
33,982
+18,243
+116% +$625K 0.72% 34
2022
Q4 		$527K Buy
+15,739
New +$523K 0.38% 88
2022
Q3 		– Sell
-14,281
Closed -$451K – 198
2022
Q2 		$451K Buy
+14,281
New +$475K 0.26% 129

Other funds holding DFUV

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Trust Company of the South
Trust Company of the South Greensboro, North Carolina $714M AUM 17.67% 1-Year Est. Return

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

Beacon Financial Advisory reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.02% in Q3 2026, selling an estimated $337 and leaving 33,495 shares worth $1.84M. The position accounts for 0.35% of the portfolio, ranked #60.

Beacon Financial Advisory first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.84M in Q2 2026. 547 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • Beacon Financial Advisory held 33,495 shares of Dimensional US Marketwide Value ETF worth $1.84M as of Q3 2026.
  • Beacon Financial Advisory sold 6 Dimensional US Marketwide Value ETF shares in Q3 2026, an estimated $337.
  • Dimensional US Marketwide Value ETF made up 0.35% of Beacon Financial Advisory's portfolio in Q3 2026, its #60 holding.
  • Beacon Financial Advisory first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Beacon Financial Advisory's Dimensional US Marketwide Value ETF position peaked at $1.84M in Q2 2026.
  • 547 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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