Beaird Harris Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Beaird Harris Wealth Management’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3M	Buy	51,832 +2,170	+4%	+$92.8K	0.14%	54
2026 Q1	$1.93M	Buy	49,662 +96	+0.2%	+$3.87K	0.13%	58
2025 Q4	$1.96M	Buy	49,566 +16	+0%	+$624	0.14%	58
2025 Q3	$1.91M	Sell	49,550 -279	-0.6%	-$10.4K	0.14%	58
2025 Q2	$1.79M	Buy	49,829 +21	+0%	+$701	0.14%	58
2025 Q1	$1.64M	Sell	49,808 -2,500	-5%	-$86.8K	0.14%	56
2024 Q4	$1.81M	Sell	52,308 -530	-1%	-$18.7K	0.16%	55
2024 Q3	$1.81M	Sell	52,838 -853	-2%	-$28.2K	0.16%	53
2024 Q2	$1.73M	Sell	53,691 -874	-2%	-$27.6K	0.16%	52
2024 Q1	$1.74M	Sell	54,565 -796	-1%	-$24K	0.17%	47
2023 Q4	$1.62M	Sell	55,361 -343	-0.6%	-$9.28K	0.17%	47
2023 Q3	$1.46M	Buy	55,704 +28	+0.1%	+$764	0.17%	44
2023 Q2	$1.51M	Buy	55,676 +26	+0%	+$670	0.18%	41
2023 Q1	$1.42M	Buy	55,650 +18	+0%	+$456	0.25%	38
2022 Q4	$1.35M	Buy	55,632 +39	+0.1%	+$949	0.25%	37
2022 Q3	$1.24M	Buy	55,593 +28	+0.1%	+$687	0.27%	37
2022 Q2	$1.29M	Sell	55,565 -1,914	-3%	-$48.5K	0.36%	31
2022 Q1	$1.58M	Buy	57,479 +20	+0%	+$548	0.57%	26
2021 Q4	$1.67M	Buy	+57,459	New	+$1.62M	0.61%	25

Other funds holding DFAC

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

OFA

Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

BWA

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Beaird Harris Wealth Management's DFAC Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 4.4% in Q2 2026, buying an estimated $92.8K and bringing the position to 51,832 shares worth $2.3M. The position accounts for 0.14% of the portfolio, ranked #54.

Beaird Harris Wealth Management first reported a position in DFAC in Q4 2021 and has held it in 19 quarters since. 251 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

Beaird Harris Wealth Management held 51,832 shares of Dimensional US Core Equity 2 ETF worth $2.3M as of Q2 2026.
Beaird Harris Wealth Management bought 2,170 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $92.8K.
Dimensional US Core Equity 2 ETF made up 0.14% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #54 holding.
Beaird Harris Wealth Management first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 19 quarters since.
251 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.