Beaird Harris Wealth Management’s Dimensional World Equity ETF DFAW Stock Holding History

Beaird Harris Wealth Management’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Buy	4,801 +208	+5%	+$16.8K	0.02%	108
2026 Q1	$339K	Buy	4,593 +305	+7%	+$23.2K	0.02%	111
2025 Q4	$317K	Buy	4,288 +3,290	+330%	+$239K	0.02%	113
2025 Q3	$71.7K	Buy	998 +720	+259%	+$50.1K	0.01%	212
2025 Q2	$18.6K	Buy	+278	New	+$17.4K	﹤0.01%	337

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Beaird Harris Wealth Management increased its Dimensional World Equity ETF (DFAW) stake by 4.5% in Q2 2026, buying an estimated $16.8K and bringing the position to 4,801 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #108.

Beaird Harris Wealth Management first reported a position in DFAW in Q2 2025 and has held it in 5 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Beaird Harris Wealth Management held 4,801 shares of Dimensional World Equity ETF worth $397K as of Q2 2026.
Beaird Harris Wealth Management bought 208 Dimensional World Equity ETF shares in Q2 2026, an estimated $16.8K.
Dimensional World Equity ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #108 holding.
Beaird Harris Wealth Management first reported a position in Dimensional World Equity ETF in Q2 2025 and has held it in 5 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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