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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Alerus Financial Grand Forks, North Dakota $2.02B AUM 26.03% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return