BEACON HILL WEALTH MANAGEMENT LTD. — 13F holdings

BEACON HILL WEALTH MANAGEMENT LTD. reported 24 holdings worth $164M in its 13F filing for Q3 2026, filed October 21, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $36.2M (22.0%)
  2. DCOR DFA INVT DIMENSIONS GROUP IN — $34.5M (21.0%)
  3. DFIC DIMENSIONAL ETF TRUST — $18.5M (11.2%)
  4. DFSD DIMENSIONAL ETF TRUST — $15.2M (9.2%)
  5. DFGX DIMENSIONAL ETF TRUST — $12.0M (7.3%)
  6. DFCF DIMENSIONAL ETF TRUST — $11.5M (7.0%)
  7. DFEM DIMENSIONAL ETF TRUST — $9.33M (5.7%)
  8. DGCB DIMENSIONAL ETF TRUST — $7.84M (4.8%)
  9. DFSU DIMENSIONAL ETF TRUST — $3.74M (2.3%)
  10. DFSI DIMENSIONAL ETF TRUST — $2.68M (1.6%)