Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 52,308 shares of DFAC stock, worth $1.88 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

52,308

Previous 52,838 1.0%

Holding current value

$1.88 Million

Previous $1.81 Million 0.11%

% of portfolio

0.17%

Previous 0.17%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$33.92 - $36.6 $17,977 - $19,398	-530 Reduced 1.0%	52,308 $1.81 Million
Q3 2024 Dec 02, 2024	SELL	$31.05 - $34.29 $26,485 - $29,249	-853 Reduced 1.59%	52,838 $1.81 Million
Q2 2024 Aug 15, 2024	SELL	$30.09 - $32.37 $26,298 - $28,291	-874 Reduced 1.6%	53,691 $1.73 Million
Q1 2024 May 15, 2024	SELL	$28.62 - $31.95 $22,781 - $25,432	-796 Reduced 1.44%	54,565 $1.74 Million
Q4 2023 Feb 27, 2024	SELL	$24.91 - $29.38 $8,544 - $10,077	-343 Reduced 0.62%	55,361 $1.62 Million
Q3 2023 Nov 15, 2023	BUY	$26.05 - $28.22 $729 - $790	28 Added 0.05%	55,704 $1.46 Million
Q2 2023 Jul 26, 2023	BUY	$24.86 - $27.15 $646 - $705	26 Added 0.05%	55,676 $1.51 Million
Q1 2023 Apr 24, 2023	BUY	$24.18 - $26.58 $435 - $478	18 Added 0.03%	55,650 $1.42 Million
Q4 2022 Feb 14, 2023	BUY	$22.49 - $25.81 $877 - $1,006	39 Added 0.07%	55,632 $1.35 Million
Q3 2022 Nov 02, 2022	BUY	$22.24 - $26.54 $622 - $743	28 Added 0.05%	55,593 $1.24 Million
Q2 2022 Aug 12, 2022	SELL	$22.75 - $27.77 $43,543 - $53,151	-1,914 Reduced 3.33%	55,565 $1.3 Million
Q1 2022 May 27, 2022	BUY	$25.76 - $29.21 $515 - $584	20 Added 0.03%	57,479 $1.59 Million
Q4 2021 May 17, 2022	BUY	$26.63 - $29.09 $1.53 Million - $1.67 Million	57,459 New	57,459 $1.67 Million

Others Institutions Holding DFAC

# of Institutions

1,046

Shares Held

796M

Call Options Held

76K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

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Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History