BHWM
Beaird Harris Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.35M | Buy |
55,386
+10,263
| +23% | +$621K | 0.28% | 39 |
|
|
2024
Q4 | $2.88M | Hold |
45,123
| – | – | 0.25% | 43 |
|
|
2024
Q3 | $2.81M | Buy |
45,123
+645
| +1% | +$40.1K | 0.25% | 43 |
|
|
2024
Q2 | $2.62M | Buy |
44,478
+107
| +0.2% | +$6.3K | 0.25% | 44 |
|
|
2024
Q1 | $2.53M | Sell |
44,371
-1,954
| -4% | -$111K | 0.25% | 38 |
|
|
2023
Q4 | $2.4M | Buy |
46,325
+1,252
| +3% | +$64.9K | 0.25% | 40 |
|
|
2023
Q3 | $2.1M | Sell |
45,073
-1,088
| -2% | -$50.6K | 0.25% | 37 |
|
|
2023
Q2 | $2.22M | Sell |
46,161
-2,416
| -5% | -$116K | 0.27% | 35 |
|
|
2023
Q1 | $2.16M | Buy |
48,577
+4,718
| +11% | +$210K | 0.39% | 30 |
|
|
2022
Q4 | $1.82M | Buy |
43,859
+18,579
| +73% | +$773K | 0.34% | 32 |
|
|
2022
Q3 | $981K | Buy |
25,280
+2,571
| +11% | +$99.8K | 0.22% | 39 |
|
|
2022
Q2 | $925K | Buy |
22,709
+11,089
| +95% | +$452K | 0.25% | 35 |
|
|
2022
Q1 | $570K | Sell |
11,620
-38,281
| -77% | -$1.88M | 0.21% | 46 |
|
|
2021
Q4 | $2.58M | Buy |
+49,901
| New | +$2.58M | 0.94% | 16 |
|