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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

Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Beaird Harris Wealth Management reduced its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 3.6% in Q2 2026, selling an estimated $369K and leaving 257,794 shares worth $10.4M. The position accounts for 0.65% of the portfolio, ranked #25.

Beaird Harris Wealth Management first reported a position in DFAE in Q1 2022 and has held it in 18 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • Beaird Harris Wealth Management held 257,794 shares of Dimensional Emerging Core Equity Market ETF worth $10.4M as of Q2 2026.
  • Beaird Harris Wealth Management sold 9,545 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $369K.
  • Dimensional Emerging Core Equity Market ETF made up 0.65% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Beaird Harris Wealth Management first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2022 and has held it in 18 quarters since.
  • 715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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