Beaird Harris Wealth Management’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$139M	Buy	3,296,316 +66,922	+2%	+$2.83M	8.72%	2
2026 Q1	$136M	Buy	3,229,394 +6,030	+0.2%	+$257K	9.27%	2
2025 Q4	$137M	Buy	3,223,364 +69,004	+2%	+$2.96M	9.45%	2
2025 Q3	$135M	Buy	3,154,360 +117,208	+4%	+$4.97M	9.56%	2
2025 Q2	$128M	Buy	3,037,152 +37,195	+1%	+$1.55M	9.93%	1
2025 Q1	$126M	Buy	2,999,957 +33,794	+1%	+$1.41M	10.72%	1
2024 Q4	$122M	Buy	2,966,163 +70,031	+2%	+$2.95M	10.57%	1
2024 Q3	$125M	Buy	2,896,132 +117,940	+4%	+$5.03M	10.93%	1
2024 Q2	$115M	Buy	2,778,192 +152,207	+6%	+$6.31M	10.86%	1
2024 Q1	$110M	Buy	2,625,985 +123,431	+5%	+$5.18M	10.74%	1
2023 Q4	$106M	Buy	2,502,554 +211,655	+9%	+$8.66M	11.13%	1
2023 Q3	$92.5M	Buy	2,290,899 +130,073	+6%	+$5.36M	11.07%	1
2023 Q2	$90.2M	Buy	2,160,826 +2,160,582	+885,484%	+$91.2M	10.79%	1
2023 Q1	$10.4K	Buy	+244	New	+$10.3K	﹤0.01%	269

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

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

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

Beaird Harris Wealth Management increased its Dimensional Core Fixed Income ETF (DFCF) stake by 2.1% in Q2 2026, buying an estimated $2.83M and bringing the position to 3,296,316 shares worth $139M. The position accounts for 8.72% of the portfolio, ranked #2.

Beaird Harris Wealth Management first reported a position in DFCF in Q1 2023 and has held it in 14 quarters since. 508 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Beaird Harris Wealth Management held 3,296,316 shares of Dimensional Core Fixed Income ETF worth $139M as of Q2 2026.
Beaird Harris Wealth Management bought 66,922 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $2.83M.
Dimensional Core Fixed Income ETF made up 8.72% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #2 holding.
Beaird Harris Wealth Management first reported a position in Dimensional Core Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
508 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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