Beaird Harris Wealth Management, LLC ETF holdings
Dallas, TX
Reported $1.5B in 214 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.5B
ETFs held
214
Change from prior quarter
+8.7%
With price moves
ETFs as a share of its 13F
95.5%
of $1.6B
Top 10 of 214 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFSD | Dimensional Short-Duration Fixed Income ETF | $152.8M | 3,199,436 | +89,730 shares |
| DFCF | Dimensional Core Fixed Income ETF | $139.1M | 3,296,316 | +66,922 shares |
| AVLV | Avantis US Large Cap Value ETF | $121.1M | 1,327,308 | −15,170 shares |
| VOO | Vanguard S&P 500 ETF | $107.3M | 156,202 | +1,941 shares |
| AVUV | Avantis US Small Cap Value ETF | $93.6M | 749,891 | +1,854 shares |
| DUHP | Dimensional US High Profitability ETF | $85.4M | 2,047,480 | −91,847 shares |
| AVLC | Avantis U.S. Large Cap Equity ETF | $75.7M | 841,598 | +96,843 shares |
| DFUV | Dimensional US Marketwide Value ETF | $65.6M | 1,193,244 | −31,556 shares |
| DFIV | Dimensional International Value ETF | $61.8M | 1,144,454 | −4,623 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $53.5M | 554,738 | −18,028 shares |
204 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001908938. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Beaird Harris Wealth Management, LLC own?
Beaird Harris Wealth Management, LLC reported 214 ETF positions worth $1.5B in its Form 13F for June 30, 2026. The largest was DFSD, at $152.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.