BFS
DFUS

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

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return