Beaird Harris Wealth Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$374K	Buy	9,648 +33	+0.3%	+$1.23K	0.02%	110
2026 Q1	$337K	Buy	9,615 +32	+0.3%	+$1.13K	0.02%	113
2025 Q4	$315K	Buy	9,583 +41	+0.4%	+$1.32K	0.02%	115
2025 Q3	$304K	Buy	9,542 +42	+0.4%	+$1.31K	0.02%	115
2025 Q2	$280K	Hold	9,500	–	–	0.02%	118
2025 Q1	$267K	Hold	9,500	–	–	0.02%	113
2024 Q4	$292K	Hold	9,500	–	–	0.03%	111
2024 Q3	$293K	Hold	9,500	–	–	0.03%	116
2024 Q2	$273K	Hold	9,500	–	–	0.03%	109
2024 Q1	$286K	Buy	+9,500	New	+$271K	0.03%	99

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

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

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return