BEACON HILL WEALTH MANAGEMENT LTD.: 13F holdings
CIK 21473142026Q2
| Positions | 27 |
|---|---|
| Reported value | $144.3m |
| Filed | 2026-08-11 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 701,602 | $31.1m | 21.6% |
| DIMENSIONAL ETF TRUST | 347,773 | $28.5m | 19.8% |
| DFIC DIMENSIONAL ETF TRUST | 424,886 | $15.8m | 11.0% |
| DFSD DIMENSIONAL ETF TRUST | 284,950 | $13.6m | 9.4% |
| DFGX DIMENSIONAL ETF TRUST | 206,600 | $11.1m | 7.7% |
| DFCF DIMENSIONAL ETF TRUST | 246,146 | $10.4m | 7.2% |
| DFEM DIMENSIONAL ETF TRUST | 192,156 | $7.8m | 5.4% |
| DGCB DIMENSIONAL ETF TRUST | 126,290 | $6.9m | 4.8% |
| DFSU DIMENSIONAL ETF TRUST | 78,481 | $3.7m | 2.5% |
| DFSI DIMENSIONAL ETF TRUST | 67,915 | $3.1m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2147314")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.