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

Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

Aquire Wealth Advisors South Jordan, Utah $380M AUM 17.5% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return