Beaird Harris Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.88M	Buy	59,539 +5,580	+10%	+$441K	0.31%	39
2026 Q1	$3.83M	Hold	53,959	–	–	0.26%	43
2025 Q4	$4M	Buy	53,959 +149	+0.3%	+$10.9K	0.28%	41
2025 Q3	$3.9M	Sell	53,810 -314	-0.6%	-$21.9K	0.28%	41
2025 Q2	$3.63M	Sell	54,124 -1,262	-2%	-$78.1K	0.28%	42
2025 Q1	$3.35M	Buy	55,386 +10,263	+23%	+$656K	0.28%	39
2024 Q4	$2.88M	Hold	45,123	–	–	0.25%	43
2024 Q3	$2.81M	Buy	45,123 +645	+1%	+$38.6K	0.25%	43
2024 Q2	$2.62M	Buy	44,478 +107	+0.2%	+$6.08K	0.25%	44
2024 Q1	$2.53M	Sell	44,371 -1,954	-4%	-$106K	0.25%	38
2023 Q4	$2.4M	Buy	46,325 +1,252	+3%	+$60.6K	0.25%	40
2023 Q3	$2.1M	Sell	45,073 -1,088	-2%	-$52.6K	0.25%	37
2023 Q2	$2.22M	Sell	46,161 -2,416	-5%	-$110K	0.27%	35
2023 Q1	$2.16M	Buy	48,577 +4,718	+11%	+$205K	0.39%	30
2022 Q4	$1.82M	Buy	43,859 +18,579	+73%	+$777K	0.34%	32
2022 Q3	$981K	Buy	25,280 +2,571	+11%	+$111K	0.22%	39
2022 Q2	$925K	Buy	22,709 +11,089	+95%	+$491K	0.25%	35
2022 Q1	$570K	Sell	11,620 -38,281	-77%	-$1.85M	0.21%	46
2021 Q4	$2.58M	Buy	+49,901	New	+$2.51M	0.94%	16

Other funds holding DFUS

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

DPW

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

Beaird Harris Wealth Management increased its Dimensional US Equity ETF (DFUS) stake by 10% in Q2 2026, buying an estimated $441K and bringing the position to 59,539 shares worth $4.88M. The position accounts for 0.31% of the portfolio, ranked #39.

Beaird Harris Wealth Management first reported a position in DFUS in Q4 2021 and has held it in 19 quarters since. 170 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

Beaird Harris Wealth Management held 59,539 shares of Dimensional US Equity ETF worth $4.88M as of Q2 2026.
Beaird Harris Wealth Management bought 5,580 Dimensional US Equity ETF shares in Q2 2026, an estimated $441K.
Dimensional US Equity ETF made up 0.31% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #39 holding.
Beaird Harris Wealth Management first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 19 quarters since.
170 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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