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Beaird Harris Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Beaird Harris Wealth Management’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.76M Sell
258,386
-159,125
-38% -$4.09M 0.42% 33
2026
Q1 		$9.87M Sell
417,511
-104,423
-20% -$2.51M 0.67% 26
2025
Q4 		$12M Sell
521,934
-557,752
-52% -$13.1M 0.82% 23
2025
Q3 		$25.8M Sell
1,079,686
-708,956
-40% -$16.7M 1.83% 19
2025
Q2 		$42M Buy
1,788,642
+56,371
+3% +$1.31M 3.25% 11
2025
Q1 		$41.2M Buy
1,732,271
+51,100
+3% +$1.21M 3.5% 11
2024
Q4 		$39.1M Buy
1,681,171
+54,549
+3% +$1.35M 3.38% 12
2024
Q3 		$41.7M Sell
1,626,622
-51,153
-3% -$1.24M 3.64% 9
2024
Q2 		$37.1M Sell
1,677,775
-133,242
-7% -$2.86M 3.49% 11
2024
Q1 		$40.5M Buy
1,811,017
+88,194
+5% +$1.94M 3.95% 9
2023
Q4 		$39.2M Buy
1,722,823
+54,403
+3% +$1.11M 4.11% 8
2023
Q3 		$32.6M Sell
1,668,420
-6,778
-0.4% -$144K 3.9% 11
2023
Q2 		$36.1M Buy
1,675,198
+109,601
+7% +$2.32M 4.32% 7
2023
Q1 		$33.6M Buy
1,565,597
+67,925
+5% +$1.49M 6.04% 5
2022
Q4 		$31.7M Buy
1,497,672
+219,694
+17% +$4.66M 5.92% 5
2022
Q3 		$26.3M Buy
1,277,978
+349,545
+38% +$8.3M 5.76% 5
2022
Q2 		$21.5M Buy
928,433
+904,231
+3,736% +$22.6M 5.91% 6
2022
Q1 		$656K Buy
+24,202
New +$630K 0.24% 41

Other funds holding DFAR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM

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

Beaird Harris Wealth Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 38% in Q2 2026, selling an estimated $4.09M and leaving 258,386 shares worth $6.76M. The position accounts for 0.42% of the portfolio, ranked #33.

Beaird Harris Wealth Management first reported a position in DFAR in Q1 2022 and has held it in 18 quarters since. The position peaked at $42M in Q2 2025. 58 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Beaird Harris Wealth Management held 258,386 shares of Dimensional US Real Estate ETF worth $6.76M as of Q2 2026.
  • Beaird Harris Wealth Management sold 159,125 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $4.09M.
  • Dimensional US Real Estate ETF made up 0.42% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Beaird Harris Wealth Management first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's Dimensional US Real Estate ETF position peaked at $42M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

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