§ 13F · FUND PROFILE
BEACON HILL WEALTH MANAGEMENT LTD..
AUM · $144M (13F)Positions · 27Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$144M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 702K | $31M | 21.6% | NEW |
| 2 | DCOR | DIMENSIONAL ETF TRUST | 348K | $29M | 19.8% | NEW |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 425K | $16M | 11.0% | NEW |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 285K | $14M | 9.4% | NEW |
| 5 | DFGX | DIMENSIONAL ETF TRUST | 207K | $11M | 7.7% | NEW |
| 6 | DFCF | DIMENSIONAL ETF TRUST | 246K | $10M | 7.2% | NEW |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 192K | $8M | 5.4% | NEW |
| 8 | DGCB | DIMENSIONAL ETF TRUST | 126K | $7M | 4.8% | NEW |
| 9 | DFSU | DIMENSIONAL ETF TRUST | 78K | $4M | 2.5% | NEW |
| 10 | DFSI | DIMENSIONAL ETF TRUST | 68K | $3M | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEACON SIGNAL
AC read
BEACON HILL WEALTH MANAGEMENT LTD. is a institutional fund managing $144 million in assets. The fund runs a focused portfolio of just 27 positions.
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