Beacon Hill Wealth Management’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Beacon Hill Wealth Management’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 Q3	$36.2M	Buy	813,796 +112,194	+16%	+$5.05M	22.02%	1
2026 Q2	$31.1M	Buy	+701,602	New	+$30M	21.56%	1

Other funds holding DFAC

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Rockwood Wealth Management New Hope, Pennsylvania $1.67B AUM 11.93% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $949M AUM 15.64% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Beacon Hill Wealth Management's DFAC Position: Q3 2026 in Review

Beacon Hill Wealth Management increased its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) stake by 16% in Q3 2026, buying an estimated $5.05M and bringing the position to 813,796 shares worth $36.2M. The position accounts for 22.02% of the portfolio, ranked #1.

Beacon Hill Wealth Management first reported a position in DFAC in Q2 2026 and has held it in 2 quarters since. 1,005 funds tracked by Wall St. Rank hold DFAC as of Q3 2026.

Beacon Hill Wealth Management held 813,796 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $36.2M as of Q3 2026.
Beacon Hill Wealth Management bought 112,194 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2026, an estimated $5.05M.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 22.02% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #1 holding.
Beacon Hill Wealth Management first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2026 and has held it in 2 quarters since.
1,005 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.