BHWM
DFCF icon

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

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
HHWM
Hiley Hunt Wealth Management Omaha, Nebraska $253M AUM 16.36% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return