Beaird Harris Wealth Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$65.6M	Sell	1,193,244 -31,556	-3%	-$1.66M	4.11%	8
2026 Q1	$59.4M	Sell	1,224,800 -44,214	-3%	-$2.17M	4.03%	8
2025 Q4	$59.1M	Sell	1,269,014 -11,558	-0.9%	-$524K	4.07%	7
2025 Q3	$57.2M	Sell	1,280,572 -17,982	-1%	-$783K	4.06%	7
2025 Q2	$54.9M	Buy	1,298,554 +14,494	+1%	+$582K	4.25%	6
2025 Q1	$52.9M	Sell	1,284,060 -11,879	-0.9%	-$499K	4.5%	5
2024 Q4	$53M	Sell	1,295,939 -16,033	-1%	-$681K	4.58%	4
2024 Q3	$54.7M	Sell	1,311,972 -6,490	-0.5%	-$262K	4.78%	4
2024 Q2	$51.8M	Sell	1,318,462 -20,078	-1%	-$794K	4.87%	4
2024 Q1	$54.7M	Sell	1,338,540 -8,344	-0.6%	-$319K	5.34%	4
2023 Q4	$50.1M	Buy	1,346,884 +3,940	+0.3%	+$136K	5.26%	4
2023 Q3	$45.7M	Sell	1,342,944 -35,755	-3%	-$1.25M	5.47%	6
2023 Q2	$47.6M	Sell	1,378,699 -27,352	-2%	-$914K	5.69%	6
2023 Q1	$47.1M	Sell	1,406,051 -11,466	-0.8%	-$393K	8.45%	2
2022 Q4	$47.5M	Sell	1,417,517 -32,842	-2%	-$1.09M	8.87%	1
2022 Q3	$42.9M	Sell	1,450,359 -10,457	-0.7%	-$340K	9.41%	2
2022 Q2	$46.2M	Buy	+1,460,816	New	+$48.6M	12.72%	2

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

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

TCOTS

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

Evanson Financial Mclean, Virginia $2.04B AUM

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

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

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

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

PWIA

Porter White Investment Advisors Birmingham, Alabama $260M AUM 23.16% 1-Year Est. Return

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

Beaird Harris Wealth Management reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 2.6% in Q2 2026, selling an estimated $1.66M and leaving 1,193,244 shares worth $65.6M. The position accounts for 4.11% of the portfolio, ranked #8.

Beaird Harris Wealth Management first reported a position in DFUV in Q2 2022 and has held it in 17 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Beaird Harris Wealth Management held 1,193,244 shares of Dimensional US Marketwide Value ETF worth $65.6M as of Q2 2026.
Beaird Harris Wealth Management sold 31,556 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $1.66M.
Dimensional US Marketwide Value ETF made up 4.11% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #8 holding.
Beaird Harris Wealth Management first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 17 quarters since.
147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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