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Dimensional Etf Trust shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $901k 26k 34.55
2025-12-31 $768k 23k 33.08
2025-09-30 $702k 22k 32.07
2025-06-30 $611k 21k 29.68
2025-03-31 $353k 13k 26.46
2024-12-31 $201k 7.7k 26.19

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Tcw Etf Trust Flexible Income (FLXR)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
First Tr Exchange-traded SHS (FVD)
T Rowe Price Etf Cap Appreciation (TCAF)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust State Street Spd (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Beacon Financial Advisory

Top funds holding Dimensional Etf Trust

Forum Financial Management
Colony
CI Private Wealth
Buckingham Strategic Partners
Sequoia Financial Advisors
Truepoint
Savant Capital Management
HighTower Advisors
HBK Sorce Advisory
BKD Wealth Advisors
Parcion Private Wealth
Asset Dedication
Evensky & Katz
Greenspring Advisors
Rockwood Wealth Management

View all funds holding Dimensional Etf Trust