Beaird Harris Wealth Management
DFUS icon

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

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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. 879 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.
  • 879 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.