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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Beaird Harris Wealth Management increased its Dimensional US Small Cap Value ETF (DFSV) stake by 0.34% in Q2 2026, buying an estimated $1.23K and bringing the position to 9,648 shares worth $374K. The position accounts for 0.02% of the portfolio, ranked #110.

Beaird Harris Wealth Management first reported a position in DFSV in Q1 2024 and has held it in 10 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Beaird Harris Wealth Management held 9,648 shares of Dimensional US Small Cap Value ETF worth $374K as of Q2 2026.
Beaird Harris Wealth Management bought 33 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $1.23K.
Dimensional US Small Cap Value ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #110 holding.
Beaird Harris Wealth Management first reported a position in Dimensional US Small Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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