BHWM
DFAE icon

Beaird Harris Wealth Management’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Beaird Harris Wealth Management’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Sell
257,794
-9,545
-4% -$369K 0.65% 25
2026
Q1 		$9.05M Sell
267,339
-6,211
-2% -$217K 0.62% 28
2025
Q4 		$8.91M Sell
273,550
-7,147
-3% -$230K 0.61% 27
2025
Q3 		$8.85M Sell
280,697
-4,149
-1% -$125K 0.63% 28
2025
Q2 		$8.25M Sell
284,846
-1,515
-0.5% -$40.7K 0.64% 27
2025
Q1 		$7.41M Buy
286,361
+7,698
+3% +$200K 0.63% 25
2024
Q4 		$7.07M Sell
278,663
-3,127
-1% -$82.7K 0.61% 26
2024
Q3 		$7.72M Sell
281,790
-10,248
-4% -$267K 0.67% 24
2024
Q2 		$7.56M Sell
292,038
-38,732
-12% -$982K 0.71% 25
2024
Q1 		$8.18M Buy
330,770
+853
+0.3% +$20.4K 0.8% 23
2023
Q4 		$7.95M Sell
329,917
-5,365
-2% -$123K 0.83% 23
2023
Q3 		$7.57M Sell
335,282
-2,785
-0.8% -$65.7K 0.91% 22
2023
Q2 		$7.93M Sell
338,067
-3,439
-1% -$79.5K 0.95% 21
2023
Q1 		$7.86M Sell
341,506
-2,031
-0.6% -$46.8K 1.41% 18
2022
Q4 		$7.54M Buy
343,537
+98,822
+40% +$2.1M 1.41% 18
2022
Q3 		$4.92M Buy
244,715
+180,381
+280% +$4.07M 1.08% 17
2022
Q2 		$1.49M Buy
64,334
+58,191
+947% +$1.42M 0.41% 29
2022
Q1 		$161K Buy
+6,143
New +$165K 0.06% 99

Other funds holding DFAE

FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return