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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Beacon Financial Advisory reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.3% in Q1 2026, selling an estimated $38.1K and leaving 33,491 shares worth $1.62M. The position accounts for 0.37% of the portfolio, ranked #60.

Beacon Financial Advisory first reported a position in DFUV in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q3 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • Beacon Financial Advisory held 33,491 shares of Dimensional US Marketwide Value ETF worth $1.62M as of Q1 2026.
  • Beacon Financial Advisory sold 777 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $38.1K.
  • Dimensional US Marketwide Value ETF made up 0.37% of Beacon Financial Advisory's portfolio in Q1 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 15 quarters since.
  • Beacon Financial Advisory's Dimensional US Marketwide Value ETF position peaked at $1.65M in Q3 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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