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Clint Dunn

Beaird Harris Wealth Management, Llc

Assets Managed
$1.471B
Holdings
686
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
1.33%(2Q avg: 2.14%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaird Harris Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 686 positions.

Assets under management

The assets under management (AUM) of Beaird Harris Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.471B in assets, with a quarterly growth rate of 1.33% and a 2-quarter average growth rate of 2.14%. The portfolio is managed by Clint Dunn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFSD
Dimensional Short Duration
Recent Activity
Decreased -2.96%
10.12%
$148.893M
3.11M shares@ $47.89 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 0.19%
9.27%
$136.345M
3.229M shares@ $42.22 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 0.99%
7.36%
$108.217M
1.342M shares@ $80.62 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 5.6%
6.27%
$92.179M
154,261 shares@ $597.55 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 1.46%
5.62%
$82.636M
748,037 shares@ $110.48 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 4.44%
5.35%
$78.642M
2.139M shares@ $36.77 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -1.95%
4.13%
$60.648M
1.149M shares@ $52.79 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -3.48%
4.04%
$59.354M
1.225M shares@ $48.47 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 12.62%
3.93%
$57.756M
744,755 shares@ $77.55 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.77%
3.24%
$47.548M
742,002 shares@ $64.09 avg price

1-10 of 686