StockDriftsStockDriftsTop 27 Beacon Hill Wealth Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.56% | 701.6K | $31.1M | new | $41.09(+11.94%) | 2026-06-30 | |
| DCOR | DIMENSIONAL ETF TRUST | 19.75% | 347.8K | $28.5M | new | $76.08(+12.08%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.97% | 424.9K | $15.8M | new | $35.88(+9.31%) | 2026-06-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 9.43% | 284.9K | $13.6M | new | $47.74(-0.67%) | 2026-06-30 | |
| DFGX | DIMENSIONAL ETF TRUST | 7.67% | 206.6K | $11.1M | new | $52.86(-0.81%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.2% | 246.1K | $10.4M | new | $42.15(-1.12%) | 2026-06-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 5.41% | 192.2K | $7.8M | new | $37.03(+6.43%) | 2026-06-30 | |
| DGCB | DIMENSIONAL ETF TRUST | 4.78% | 126.3K | $6.9M | new | $54.22(-1.44%) | 2026-06-30 | |
| DFSU | DIMENSIONAL ETF TRUST | 2.54% | 78.5K | $3.7M | new | $43.27(+13.05%) | 2026-06-30 | |
| DFSI | DIMENSIONAL ETF TRUST | 2.12% | 67.9K | $3.1M | new | $43.06(+9.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Beacon Hill Wealth Management LTD reports $144.35M in US-listed equity holdings across 27 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (21.6%), DCOR (19.8%) and DFIC (11.0%). The top 20 holdings account for 98.88% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Beacon Hill Wealth Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2147314). View Beacon Hill Wealth Management LTD’s 13F filings on SEC