Beaird Harris Wealth Management’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.7K	Buy	+962	New	+$39.6K	﹤0.01%	278
2024 Q4	–	Sell	-29	Closed	-$922	–	504
2024 Q3	$922	Hold	29	–	–	﹤0.01%	485
2024 Q2	$861	Hold	29	–	–	﹤0.01%	602
2024 Q1	$877	Hold	29	–	–	﹤0.01%	555
2023 Q4	$831	Hold	29	–	–	﹤0.01%	533
2023 Q3	$758	Hold	29	–	–	﹤0.01%	404
2023 Q2	$793	Hold	29	–	–	﹤0.01%	411
2023 Q1	$782	Hold	29	–	–	﹤0.01%	424
2022 Q4	$726	Hold	29	–	–	﹤0.01%	661
2022 Q3	$1K	Buy	+29	New	+$698	﹤0.01%	429
2022 Q2	–	Sell	-29	Closed	-$1K	–	449
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	553
2021 Q4	$1K	Buy	+29	New	+$854	﹤0.01%	592

Other funds holding DFAI

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return