BHWM
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Beaird Harris Wealth Management’s Dimensional US Small Cap ETF DFAS Stock Holding History

Beaird Harris Wealth Management’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$41.6M Sell
505,291
-24,207
-5% -$1.88M 2.61% 14
2026
Q1 		$37.7M Sell
529,498
-25,588
-5% -$1.88M 2.56% 15
2025
Q4 		$38.7M Sell
555,086
-10,660
-2% -$735K 2.66% 15
2025
Q3 		$38.7M Sell
565,746
-13,968
-2% -$932K 2.75% 16
2025
Q2 		$36.9M Buy
579,714
+9,252
+2% +$555K 2.86% 16
2025
Q1 		$34.1M Sell
570,462
-19,134
-3% -$1.23M 2.9% 15
2024
Q4 		$38.4M Sell
589,596
-21,351
-3% -$1.43M 3.31% 13
2024
Q3 		$39.6M Sell
610,947
-56,647
-8% -$3.55M 3.46% 13
2024
Q2 		$40.1M Sell
667,594
-342,654
-34% -$20.6M 3.78% 8
2024
Q1 		$63M Buy
1,010,248
+26,129
+3% +$1.55M 6.14% 3
2023
Q4 		$58.7M Buy
984,119
+25,609
+3% +$1.37M 6.16% 3
2023
Q3 		$50.3M Sell
958,510
-2,527
-0.3% -$139K 6.02% 4
2023
Q2 		$52.7M Buy
961,037
+20,188
+2% +$1.05M 6.3% 4
2023
Q1 		$49.6M Buy
940,849
+18,953
+2% +$1.03M 8.9% 1
2022
Q4 		$47.2M Buy
921,896
+33,234
+4% +$1.71M 8.81% 2
2022
Q3 		$41.3M Buy
888,662
+47,390
+6% +$2.42M 9.06% 3
2022
Q2 		$40.4M Buy
841,272
+228,734
+37% +$11.9M 11.13% 3
2022
Q1 		$34.3M Buy
612,538
+73,200
+14% +$4.12M 12.41% 2
2021
Q4 		$32.4M Buy
+539,338
New +$32.6M 11.82% 2

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Beaird Harris Wealth Management reduced its Dimensional US Small Cap ETF (DFAS) stake by 4.6% in Q2 2026, selling an estimated $1.88M and leaving 505,291 shares worth $41.6M. The position accounts for 2.61% of the portfolio, ranked #14.

Beaird Harris Wealth Management first reported a position in DFAS in Q4 2021 and has held it in 19 quarters since. The position peaked at $63M in Q1 2024. 210 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Beaird Harris Wealth Management held 505,291 shares of Dimensional US Small Cap ETF worth $41.6M as of Q2 2026.
  • Beaird Harris Wealth Management sold 24,207 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $1.88M.
  • Dimensional US Small Cap ETF made up 2.61% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Beaird Harris Wealth Management first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Dimensional US Small Cap ETF position peaked at $63M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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