Beacon Financial Strategies’s Dimensional US Equity ETF DFUS Stock Holding History

Beacon Financial Strategies’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 Q2	$1.82M	Hold	22,239	–	–	0.91%	10
2026 Q1	$1.58M	Hold	22,239	–	–	0.9%	10
2025 Q4	$1.65M	Hold	22,239	–	–	0.92%	10
2025 Q3	$1.61M	Hold	22,239	–	–	0.95%	10
2025 Q2	$1.49M	Hold	22,239	–	–	0.94%	11
2025 Q1	$1.35M	Hold	22,239	–	–	0.91%	11
2024 Q4	$1.42M	Hold	22,239	–	–	0.95%	11
2024 Q3	$1.38M	Hold	22,239	–	–	0.94%	10
2024 Q2	$1.31M	Hold	22,239	–	–	0.94%	11
2024 Q1	$1.27M	Hold	22,239	–	–	0.91%	11
2023 Q4	$1.15M	Hold	22,239	–	–	0.9%	10
2023 Q3	$1.04M	Hold	22,239	–	–	0.89%	10
2023 Q2	$1.07M	Hold	22,239	–	–	0.88%	12
2023 Q1	$988K	Sell	22,239 -4,293	-16%	-$186K	0.86%	12
2022 Q4	$1.1M	Hold	26,532	–	–	1%	12
2022 Q3	$1.03M	Hold	26,532	–	–	0.98%	12
2022 Q2	$1.08M	Hold	26,532	–	–	1.01%	12
2022 Q1	$1.3M	Hold	26,532	–	–	1.12%	10
2021 Q4	$1.37M	Sell	26,532 -4,671	-15%	-$235K	1.17%	10
2021 Q3	$1.47M	Hold	31,203	–	–	1.34%	10
2021 Q2	$1.47M	Buy	+31,203	New	+$1.45M	1.25%	10

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

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

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

Beacon Financial Strategies held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 22,239 shares worth $1.82M. The position accounts for 0.91% of the portfolio, ranked #10.

Beacon Financial Strategies first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Beacon Financial Strategies held 22,239 shares of Dimensional US Equity ETF worth $1.82M as of Q2 2026.
Beacon Financial Strategies left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.91% of Beacon Financial Strategies's portfolio in Q2 2026, its #10 holding.
Beacon Financial Strategies first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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