Beacon Financial Strategies’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Beacon Financial Strategies’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$371K	Buy	8,784 +478	+6%	+$20.2K	0.18%	25
2026 Q1	$351K	Buy	8,306 +1,835	+28%	+$78.3K	0.2%	25
2025 Q4	$275K	Buy	6,471 +600	+10%	+$25.7K	0.15%	33
2025 Q3	$251K	Sell	5,871 -952	-14%	-$40.4K	0.15%	33
2025 Q2	$288K	Sell	6,823 -56	-0.8%	-$2.33K	0.18%	30
2025 Q1	$289K	Buy	+6,879	New	+$287K	0.2%	28

Other funds holding DFCF

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GLLW

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

HHWM

Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return

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

Beacon Financial Strategies increased its Dimensional Core Fixed Income ETF (DFCF) stake by 5.8% in Q2 2026, buying an estimated $20.2K and bringing the position to 8,784 shares worth $371K. The position accounts for 0.18% of the portfolio, ranked #25.

Beacon Financial Strategies first reported a position in DFCF in Q1 2025 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Beacon Financial Strategies held 8,784 shares of Dimensional Core Fixed Income ETF worth $371K as of Q2 2026.
Beacon Financial Strategies bought 478 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $20.2K.
Dimensional Core Fixed Income ETF made up 0.18% of Beacon Financial Strategies's portfolio in Q2 2026, its #25 holding.
Beacon Financial Strategies first reported a position in Dimensional Core Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
116 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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