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Dimensional Etf Trust shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) 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
2025-09-30 $1.6M 43k 37.77
2025-06-30 $1.4M 40k 35.56
2025-03-31 $1.1M 33k 33.14
2024-12-31 $560k 17k 33.79
2024-09-30 $416k 12k 34.07
2024-06-30 $309k 9.7k 31.99

More positions owned by Beacon Financial Advisory

J P Morgan Exchange Traded F Equity Premium (JEPI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Pimco Etf Tr Multisector Bd (PYLD)
First Tr Exchange-traded SHS (FVD)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
T Rowe Price Etf Cap Appreciation (TCAF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Beacon Financial Advisory

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Colony
Forum Financial Management
Pure Financial Advisors
Envestnet Asset Management
Hanson McClain Advisors
Foster Group
Wealth Enhancement Advisory Services
Alesco Advisors
Buckingham Strategic Partners
RW Investment Management
Bank Of Montreal
Aprio Wealth Management
HighTower Advisors
Apella Capital

View all funds holding Dimensional Etf Trust