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Beaird Harris Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Beaird Harris Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33M Sell
472,417
-12,459
-3% -$833K 2.07% 17
2026
Q1 		$30.3M Sell
484,876
-11,972
-2% -$760K 2.06% 18
2025
Q4 		$29.6M Sell
496,848
-4,016
-0.8% -$234K 2.04% 17
2025
Q3 		$29.2M Buy
500,864
+2,021
+0.4% +$115K 2.07% 18
2025
Q2 		$26.9M Buy
498,843
+6,272
+1% +$319K 2.08% 19
2025
Q1 		$25.4M Sell
492,571
-6,718
-1% -$370K 2.16% 18
2024
Q4 		$27.8M Sell
499,289
-6,375
-1% -$365K 2.4% 17
2024
Q3 		$28.1M Sell
505,664
-10,495
-2% -$567K 2.46% 16
2024
Q2 		$26.8M Sell
516,159
-29,893
-5% -$1.57M 2.52% 16
2024
Q1 		$29.7M Sell
546,052
-5,412
-1% -$279K 2.9% 13
2023
Q4 		$28.9M Sell
551,464
-9,436
-2% -$441K 3.03% 13
2023
Q3 		$25.6M Sell
560,900
-20,323
-3% -$965K 3.07% 13
2023
Q2 		$27M Sell
581,223
-11,773
-2% -$517K 3.23% 13
2023
Q1 		$26.4M Sell
592,996
-24,569
-4% -$1.14M 4.74% 8
2022
Q4 		$27.1M Buy
617,565
+8,096
+1% +$356K 5.07% 7
2022
Q3 		$23.8M Buy
609,469
+54,275
+10% +$2.32M 5.21% 7
2022
Q2 		$22.3M Sell
555,194
-12,027
-2% -$527K 6.15% 5
2022
Q1 		$26.4M Sell
567,221
-48,143
-8% -$2.24M 9.55% 3
2021
Q4 		$29.2M Buy
+615,364
New +$28.9M 10.69% 3

Other funds holding DFAT

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Beaird Harris Wealth Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 2.6% in Q2 2026, selling an estimated $833K and leaving 472,417 shares worth $33M. The position accounts for 2.07% of the portfolio, ranked #17.

Beaird Harris Wealth Management first reported a position in DFAT in Q4 2021 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Beaird Harris Wealth Management held 472,417 shares of Dimensional US Targeted Value ETF worth $33M as of Q2 2026.
  • Beaird Harris Wealth Management sold 12,459 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $833K.
  • Dimensional US Targeted Value ETF made up 2.07% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Beaird Harris Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 170 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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