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Beaird Harris Wealth Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Beaird Harris Wealth Management’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-68
Closed -$2.7K – 505
2024
Q3 		$2.7K Hold
68
– – ﹤0.01% 408
2024
Q2 		$2.55K Hold
68
– – ﹤0.01% 503
2024
Q1 		$2.48K Hold
68
– – ﹤0.01% 447
2023
Q4 		$2.26K Hold
68
– – ﹤0.01% 448
2023
Q3 		$2.04K Hold
68
– – ﹤0.01% 358
2023
Q2 		$2.11K Hold
68
– – ﹤0.01% 368
2023
Q1 		$1.96K Hold
68
– – ﹤0.01% 379
2022
Q4 		$1.84K Hold
68
– – ﹤0.01% 598
2022
Q3 		$2K Buy
+68
New +$1.89K ﹤0.01% 398
2022
Q2 		– Sell
-68
Closed -$2K – 450
2022
Q1 		$2K Hold
68
– – ﹤0.01% 514
2021
Q4 		$2K Buy
+68
New +$2.18K ﹤0.01% 562

Other funds holding DFAU

EP
Essential Planning Portsmouth, New Hampshire $354M AUM 14.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
BF
Blankinship & Foster Solana Beach, California $495M AUM 21.93% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Beaird Harris Wealth Management's DFAU Position: Q4 2024 in Review

Beaird Harris Wealth Management sold out of Dimensional US Core Equity Market ETF (DFAU) in Q4 2024, closing a stake of 68 shares — an estimated $2.7K sold.

Beaird Harris Wealth Management first reported a position in DFAU in Q4 2021 and held it in 11 quarters. The position peaked at $2.7K in Q3 2024. 464 funds tracked by Wall St. Rank hold DFAU as of Q4 2024.

  • Beaird Harris Wealth Management reported no remaining Dimensional US Core Equity Market ETF position as of Q4 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 68 Dimensional US Core Equity Market ETF shares in Q4 2024, an estimated $2.7K.
  • Beaird Harris Wealth Management first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and held it in 11 quarters.
  • Beaird Harris Wealth Management's Dimensional US Core Equity Market ETF position peaked at $2.7K in Q3 2024.
  • 464 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q4 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.