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Clint Dunn

Beaird Harris Wealth Management, Llc

Assets Managed
$1.596B
Holdings
707
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
8.51%(2Q avg: 4.92%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaird Harris Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 707 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 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.596B in assets, with a quarterly growth rate of 8.51% and a 2-quarter average growth rate of 4.92%. The portfolio is managed by Clint Dunn, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFSD
Dimensional Short Duration
Recent Activity
Increased 2.89%
9.57%
$152.773M
3.199M shares@ $47.76 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 2.08%
8.72%
$139.138M
3.296M shares@ $42.22 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Decreased -1.12%
7.59%
$121.064M
1.327M shares@ $91.21 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.26%
6.72%
$107.281M
156,202 shares@ $686.82 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 0.25%
5.87%
$93.556M
749,891 shares@ $124.76 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Decreased -4.29%
5.36%
$85.441M
2.047M shares@ $41.74 avg price
AVLC
Avantis Us Lg Cap Eq Etf
Recent Activity
Increased 13.01%
4.75%
$75.71M
841,598 shares@ $89.96 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -2.57%
4.12%
$65.64M
1.193M shares@ $55.02 avg price
DFIV
Dimensional International Va
Recent Activity
Decreased -0.4%
3.88%
$61.823M
1.144M shares@ $54.03 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -3.14%
3.36%
$53.527M
554,738 shares@ $96.49 avg price

1-10 of 707