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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

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
BM
Berman McAleer Timonium, Maryland $864M AUM 22.02% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 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. 69 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.
  • 69 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.