Beacon Hill Wealth Management
DFCF icon

Beacon Hill Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Beacon Hill Wealth Management’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
Q3 		$11.5M Buy
286,430
+40,284
+16% +$1.67M 6.99% 6
2026
Q2 		$10.4M Buy
+246,146
New +$10.4M 7.2% 6

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Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

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

Beacon Hill Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 16% in Q3 2026, buying an estimated $1.67M and bringing the position to 286,430 shares worth $11.5M. The position accounts for 6.99% of the portfolio, ranked #6.

Beacon Hill Wealth Management first reported a position in DFCF in Q2 2026 and has held it in 2 quarters since. 465 funds tracked by Wall St. Rank hold DFCF as of Q3 2026.

  • Beacon Hill Wealth Management held 286,430 shares of Dimensional Core Fixed Income ETF worth $11.5M as of Q3 2026.
  • Beacon Hill Wealth Management bought 40,284 Dimensional Core Fixed Income ETF shares in Q3 2026, an estimated $1.67M.
  • Dimensional Core Fixed Income ETF made up 6.99% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #6 holding.
  • Beacon Hill Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 465 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2026.

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