BEACON HILL WEALTH MANAGEMENT LTD.
CIK 2147314 · Holdings on Jun 30, 2026 · First reported Aug 11, 2026
Top ten holdings
Q2 2026- DFAC21.56%
- DCOR19.75%
- DFIC10.97%
- DFSD9.43%
- DFGX7.67%
- DFCF7.20%
- DFEM5.41%
- DGCB4.78%
- DFSU2.54%
- DFSI2.12%
Share classes counted separately91.43%
Portfolio value by quarter
Top 10 holdings 27
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US COR EQU 2 ETF View history and evidence | $31.12M | 21.56% | 701.60K shares | Prior unavailable — | — | ▾ |
| 02 | DCORDIMENSIONAL US CORE EQ 1 ETFUS COR EQU 1 ETF View history and evidence | $28.51M | 19.75% | 347.77K shares | Prior unavailable — | — | ▾ |
| 03 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $15.83M | 10.97% | 424.89K shares | Prior unavailable — | — | ▾ |
| 04 | DFSDDIMENSIONAL SHORT DURATIONSHOR DUR FIX ETF View history and evidence | $13.61M | 9.43% | 284.95K shares | Prior unavailable — | — | ▾ |
| 05 | DFGXDIMSNL INTR CF IN ETF-USD ININTL COR FIX ETF View history and evidence | $11.07M | 7.67% | 206.60K shares | Prior unavailable — | — | ▾ |
| 06 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXE IN ETF View history and evidence | $10.39M | 7.20% | 246.15K shares | Prior unavailable — | — | ▾ |
| 07 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $7.81M | 5.41% | 192.16K shares | Prior unavailable — | — | ▾ |
| 08 | DGCBDIMENSIONAL GLOBAL CREDITGLOBAL CR ETF View history and evidence | $6.90M | 4.78% | 126.29K shares | Prior unavailable — | — | ▾ |
| 09 | DFSUDIMENSIONAL US SUS CORE1 ETFUS SUSTAINABILTY View history and evidence | $3.66M | 2.54% | 78.48K shares | Prior unavailable — | — | ▾ |
| 10 | DFSIDIMENSIONAL INT SUS COR1 ETFINTERNATIONAL View history and evidence | $3.06M | 2.12% | 67.92K shares | Prior unavailable — | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2147314 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144349560
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.