Beaird Harris Wealth Management’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,071	Closed	-$133K	–	697
2025 Q4	$133K	Hold	4,071	–	–	0.01%	163
2025 Q3	$128K	Hold	4,071	–	–	0.01%	162
2025 Q2	$120K	Sell	4,071 -350	-8%	-$9.63K	0.01%	165
2025 Q1	$116K	Hold	4,421	–	–	0.01%	155
2024 Q4	$110K	Hold	4,421	–	–	0.01%	167
2024 Q3	$119K	Sell	4,421 -210	-5%	-$5.45K	0.01%	162
2024 Q2	$118K	Hold	4,631	–	–	0.01%	150
2024 Q1	$118K	Hold	4,631	–	–	0.01%	145
2023 Q4	$113K	Hold	4,631	–	–	0.01%	135
2023 Q3	$104K	Hold	4,631	–	–	0.01%	127
2023 Q2	$108K	Hold	4,631	–	–	0.01%	129
2023 Q1	$107K	Hold	4,631	–	–	0.02%	124
2022 Q4	$100K	Hold	4,631	–	–	0.02%	132
2022 Q3	$87K	Hold	4,631	–	–	0.02%	122
2022 Q2	$99K	Hold	4,631	–	–	0.03%	97
2022 Q1	$116K	Buy	4,631 +500	+12%	+$12.7K	0.04%	119
2021 Q4	$108K	Buy	+4,131	New	+$108K	0.04%	156

Other funds holding DFAX

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Beaird Harris Wealth Management's DFAX Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of Dimensional World ex US Core Equity 2 ETF (DFAX) in Q1 2026, closing a stake of 4,071 shares — an estimated $133K sold.

Beaird Harris Wealth Management first reported a position in DFAX in Q4 2021 and held it in 17 quarters. The position peaked at $133K in Q4 2025. 700 funds tracked by Wall St. Rank hold DFAX as of Q1 2026.

Beaird Harris Wealth Management reported no remaining Dimensional World ex US Core Equity 2 ETF position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 4,071 Dimensional World ex US Core Equity 2 ETF shares in Q1 2026, an estimated $133K.
Beaird Harris Wealth Management first reported a position in Dimensional World ex US Core Equity 2 ETF in Q4 2021 and held it in 17 quarters.
Beaird Harris Wealth Management's Dimensional World ex US Core Equity 2 ETF position peaked at $133K in Q4 2025.
700 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.