DOSSIER · 13F-HR · Q2 2026

BEACON HILL WEALTH MANAGEMENT LTD.

$144M in tracked AUM across 27 positions as of Q2 2026.

BH
CIK 0002147314 · last filed Jun 30, 2026
Total AUM
$144M
as of Q2 2026
Holdings
27
positions
Whale Score
67
67
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BEACON HILL WEALTH MANAGEMENT LTD. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$31M702K21.6%
02
DCOR
DIMENSIONAL ETF TRUST
$29M348K19.8%
03
DFIC
DIMENSIONAL ETF TRUST
$16M425K11.0%
04
DFSD
DIMENSIONAL ETF TRUST
$14M285K9.4%
05
DFGX
DIMENSIONAL ETF TRUST
$11M207K7.7%
06
DFCF
DIMENSIONAL ETF TRUST
$10M246K7.2%
07
DFEM
DIMENSIONAL ETF TRUST
$8M192K5.4%
08
DGCB
DIMENSIONAL ETF TRUST
$7M126K4.8%
09
DFSU
DIMENSIONAL ETF TRUST
$4M78K2.5%
10
DFSI
DIMENSIONAL ETF TRUST
$3M68K2.1%

Filing history

2026Q2Jun 30
$144M
27 positionsView →