BH

Beaird Harris Wealth Management, LLC

13F
Beaird Harris Wealth Management, LLC
Last update 2024-12-02 507 Stocks (35 new)
Value $1.15 Bil Turnover 7 %
Countries:
Top Holdings: DFCF(10.93%)DFSD(10.38%)AVLV(5.74%)DFUV(4.78%)AVUV(4.32%)
Summary Stock Picks Current Portfolio
Beaird Harris Wealth Managemen... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFCF 		Dimensional Core Fixed Income ETF
2,896,132
125,083.9
+4.25%
10.930
+0.45%
2.080
-1.36%
+3.70%
5,963.6
 
DFSD 		Dimensional Short-Duration Fixed Income ETF
2,489,092
118,829.3
+4.95%
10.380
+0.49%
3.230
+0.56%
+4.88%
3,717.7
 
AVLV 		Avantis U.S. Large Cap Value ETF
997,567
65,669.8
+8.23%
5.740
+0.44%
1.480
+12.09%
+22.12%
5,123.7
 
DFUV 		Dimensional US Marketwide Value ETF
1,311,972
54,696.1
-0.49%
4.780
-0.02%
0.480
+7.78%
+16.85%
11,666.5
 
AVUV 		Avantis U.S. Small Cap Value ETF
515,592
49,471.0
+5.98%
4.320
+0.24%
0.360
+15.24%
+16.11%
15,973.2
 
VTEB 		Vanguard Tax-Exempt Bond ETF
949,499
48,538.4
+6.32%
4.240
+0.25%
0.140
+0.64%
+2.63%
35,114.4
 
VOO 		Vanguard S&P 500 ETF
89,093
47,011.7
+16.16%
4.110
+0.57%
0.010
+10.26%
+28.17%
534,008.2
 
DUHP 		Dimensional US High Profitability ETF
1,255,102
42,761.3
+18.00%
3.740
+0.57%
0.600
+7.07%
+23.83%
7,375.2
 
DFAR 		Dimensional US Real Estate ETF
1,626,622
41,706.6
-3.05%
3.640
-0.11%
3.340
-3.23%
+10.04%
1,237.0
 
DFNM 		Dimensional National Municipal Bond ETF
853,154
41,412.1
+0.66%
3.620
+0.02%
2.930
+0.46%
+2.05%
1,422.4
 

Beaird Harris Wealth Management, LLC's Historical Top Holdings Breakdowns

Beaird Harris Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFCF 		Dimensional Core Fixed Income ETF2023-06-30Add
+10.79%
●
41.26 ($41.83) 42.36
$42.34
1.22%
Add 885484.43%
2,160,826
2,160,582
DFSD 		Dimensional Short-Duration Fixed Income ETF2023-06-30Add
+8.69%
●
46.06 ($46.23) 46.4
$47.42
2.57%
Add 76989.14%
1,568,764
1,566,729
DFNM 		Dimensional National Municipal Bond ETF2023-06-30New Buy
+7.10%
●
46.99 ($47.62) 48.29
$48.38
1.60%
New holding
1,245,462
1,245,462
VTEB 		Vanguard Tax-Exempt Bond ETF2023-06-30Add
+5.99%
●
49.27 ($50.02) 50.71
$50.92
1.80%
Add 9925.66%
1,006,576
996,536
DUHP 		Dimensional US High Profitability ETF2024-06-30New Buy
+3.20%
●
29.72 ($31.09) 32.4
$35.12
12.96%
New holding
1,063,655
1,063,655
AVLV 		Avantis U.S. Large Cap Value ETF2022-12-31Add
+2.60%
●
45.92 ($50.13) 53.52
$69.71
39.06%
Add 199.08%
416,994
277,569
VTIP 		Vanguard Short-Term Inflation-Protected Securities2023-06-30Reduce
-2.40%
●
47.02 ($47.32) 47.65
$49.08
3.72%
Reduce -29.22%
677,869
-279,844
ET 		Energy Transfer LP2024-09-30Reduce
-2.09%
●
15.43 ($16.09) 16.44
$18.74
16.47%
Reduce -99.9%
1,332
-1,369,299
DFAS 		Dimensional U.S. Small Cap ETF2024-06-30Reduce
-2.08%
●
57.42 ($60.18) 62.37
$69.26
15.09%
Reduce -33.92%
667,594
-342,654
AVLC 		Avantis U.S. Large Cap Equity ETF2024-06-30New Buy
+1.97%
●
58.29 ($61.14) 63.14
$69.89
14.31%
New holding
333,250
333,250

Beaird Harris Wealth Management, LLC Total Holding History ($B)

To

Beaird Harris Wealth Management, LLC's Asset Allocation

To

Beaird Harris Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Beaird Harris Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Beaird Harris Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Beaird Harris Wealth Management, LLC's Holdings Heat Map

Size field:

Beaird Harris Wealth Management, LLC's Holdings Bubble Chart

Beaird Harris Wealth Management, LLC News

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