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Beacon Financial Strategies’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Beacon Financial Strategies’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35M Sell
790,070
-125
-0% -$5.35K 17.42% 2
2026
Q1 		$30.7M Hold
790,195
– – 17.43% 2
2025
Q4 		$31.3M Hold
790,195
– – 17.46% 2
2025
Q3 		$30.5M Sell
790,195
-26,143
-3% -$976K 17.98% 2
2025
Q2 		$29.3M Hold
816,338
– – 18.38% 2
2025
Q1 		$26.9M Sell
816,338
-1,378
-0.2% -$47.8K 18.16% 2
2024
Q4 		$28.3M Sell
817,716
-293
-0% -$10.3K 18.9% 2
2024
Q3 		$28M Sell
818,009
-668
-0.1% -$22.1K 19.11% 2
2024
Q2 		$26.4M Sell
818,677
-235
-0% -$7.41K 19% 2
2024
Q1 		$26.2M Hold
818,912
– – 18.85% 2
2023
Q4 		$23.9M Sell
818,912
-5,770
-0.7% -$156K 18.62% 2
2023
Q3 		$21.6M Sell
824,682
-404
-0% -$11K 18.66% 2
2023
Q2 		$22.4M Hold
825,086
– – 18.35% 2
2023
Q1 		$21M Sell
825,086
-470
-0.1% -$11.9K 18.23% 2
2022
Q4 		$20M Hold
825,556
– – 18.17% 2
2022
Q3 		$18.4M Hold
825,556
– – 17.51% 2
2022
Q2 		$19.2M Hold
825,556
– – 17.92% 2
2022
Q1 		$22.8M Hold
825,556
– – 19.57% 1
2021
Q4 		$23.9M Hold
825,556
– – 20.36% 1
2021
Q3 		$21.9M Hold
825,556
– – 19.95% 1
2021
Q2 		$22.3M Buy
+825,556
New +$21.9M 19% 2

Other funds holding DFAC

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWA
BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
HNWA
Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Beacon Financial Strategies's DFAC Position: Q2 2026 in Review

Beacon Financial Strategies reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.02% in Q2 2026, selling an estimated $5.35K and leaving 790,070 shares worth $35M. The position accounts for 17.42% of the portfolio, ranked #2.

Beacon Financial Strategies first reported a position in DFAC in Q2 2021 and has held it in 21 quarters since. 226 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Beacon Financial Strategies held 790,070 shares of Dimensional US Core Equity 2 ETF worth $35M as of Q2 2026.
  • Beacon Financial Strategies sold 125 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $5.35K.
  • Dimensional US Core Equity 2 ETF made up 17.42% of Beacon Financial Strategies's portfolio in Q2 2026, its #2 holding.
  • Beacon Financial Strategies first reported a position in Dimensional US Core Equity 2 ETF in Q2 2021 and has held it in 21 quarters since.
  • 226 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.