Beacon Financial Advisory LLC Dimensional ETF Tr Dimensional Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 20,720 shares of DFIC stock, worth $682,309. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,720
Previous 21,009 1.38%
Holding current value
$682,309
Previous $653,000 3.98%
% of portfolio
0.18%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$30.76 - $33.01 $8,889 - $9,539
-289 Reduced 1.38%
20,720 $679,000
Q2 2025

Jul 22, 2025
BUY
$24.94 - $31.15 $349 - $436
14 Added 0.07%
21,009 $653,000
Q1 2025

Apr 24, 2025
SELL
$25.54 - $28.79 $93,272 - $105,141
-3,652 Reduced 14.82%
20,995 $583,000
Q4 2024

Jan 27, 2025
SELL
$25.61 - $28.0 $38,952 - $42,588
-1,521 Reduced 5.81%
24,647 $637,000
Q3 2024

Oct 30, 2024
SELL
$25.36 - $28.37 $32,334 - $36,171
-1,275 Reduced 4.65%
26,168 $736,000
Q2 2024

Jul 26, 2024
BUY
$25.73 - $27.44 $48,912 - $52,163
1,901 Added 7.44%
27,443 $721,000
Q1 2024

May 01, 2024
BUY
$24.62 - $26.83 $11,128 - $12,127
452 Added 1.8%
25,542 $683,000
Q4 2023

Jan 23, 2024
SELL
$22.18 - $25.58 $33,225 - $38,318
-1,498 Reduced 5.63%
25,090 $640,000
Q3 2023

Oct 25, 2023
BUY
$23.25 - $25.17 $25,412 - $27,510
1,093 Added 4.29%
26,588 $620,000
Q2 2023

Jul 17, 2023
BUY
$23.45 - $24.88 $62,025 - $65,807
2,645 Added 11.58%
25,495 $618,000
Q1 2023

Apr 18, 2023
BUY
$22.5 - $24.64 $281,587 - $308,369
12,515 Added 121.09%
22,850 $549,000
Q4 2022

Jan 20, 2023
BUY
$19.06 - $23.03 $196,985 - $238,015
10,335 New
10,335 $0

Others Institutions Holding DFIC

# of Institutions
524
Shares Held
300M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email