Beaird Harris Wealth Management’s Dimensional International Small Cap ETF DFIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.1K	Sell	1,260 -262	-17%	-$9.38K	﹤0.01%	264
2026 Q1	$51.2K	Buy	1,522 +170	+13%	+$5.92K	﹤0.01%	238
2025 Q4	$44.5K	Hold	1,352	–	–	﹤0.01%	263
2025 Q3	$42.8K	Hold	1,352	–	–	﹤0.01%	265
2025 Q2	$40.3K	Buy	1,352 +262	+24%	+$7.25K	﹤0.01%	266
2025 Q1	$28.2K	Hold	1,090	–	–	﹤0.01%	278
2024 Q4	$26.8K	Hold	1,090	–	–	﹤0.01%	286
2024 Q3	$29.2K	Hold	1,090	–	–	﹤0.01%	269
2024 Q2	$26.8K	Hold	1,090	–	–	﹤0.01%	276
2024 Q1	$27.3K	Hold	1,090	–	–	﹤0.01%	250
2023 Q4	$26.3K	Sell	1,090 -2,400	-69%	-$53.4K	﹤0.01%	240
2023 Q3	$76.6K	Buy	3,490 +2,400	+220%	+$55.1K	0.01%	138
2023 Q2	$24.9K	Hold	1,090	–	–	﹤0.01%	216
2023 Q1	$25.1K	Hold	1,090	–	–	﹤0.01%	213
2022 Q4	$23.4K	Sell	1,090 -2,180	-67%	-$44.7K	﹤0.01%	238
2022 Q3	$60K	Buy	+3,270	New	+$68.3K	0.01%	152

Other funds holding DFIS

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Beaird Harris Wealth Management reduced its Dimensional International Small Cap ETF (DFIS) stake by 17% in Q2 2026, selling an estimated $9.38K and leaving 1,260 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Beaird Harris Wealth Management first reported a position in DFIS in Q3 2022 and has held it in 16 quarters since. The position peaked at $76.6K in Q3 2023. 360 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

Beaird Harris Wealth Management held 1,260 shares of Dimensional International Small Cap ETF worth $44.1K as of Q2 2026.
Beaird Harris Wealth Management sold 262 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $9.38K.
Dimensional International Small Cap ETF made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #264 holding.
Beaird Harris Wealth Management first reported a position in Dimensional International Small Cap ETF in Q3 2022 and has held it in 16 quarters since.
Beaird Harris Wealth Management's Dimensional International Small Cap ETF position peaked at $76.6K in Q3 2023.
360 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

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