Beaird Harris Wealth Management, LLC Dimensional ETF Tr Transaction History

Beaird Harris Wealth Management, LLC

  • $1.01 Billion
  • Q2 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 292,038 shares of DFAE stock, worth $7.82 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
292,038
Previous 330,770 11.71%
Holding current value
$7.82 Million
Previous $8.18 Million 7.6%
% of portfolio
0.75%
Previous 0.82%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
SELL
$24.03 - $26.3 $930,729 - $1.02 Million
-38,732 Reduced 11.71%
292,038 $7.56 Million
Q1 2024

May 15, 2024
BUY
$22.74 - $24.88 $19,397 - $21,222
853 Added 0.26%
330,770 $8.18 Million
Q4 2023

Feb 27, 2024
SELL
$21.63 - $24.11 $116,044 - $129,350
-5,365 Reduced 1.6%
329,917 $7.95 Million
Q3 2023

Nov 15, 2023
SELL
$22.43 - $24.83 $62,467 - $69,151
-2,785 Reduced 0.82%
335,282 $7.57 Million
Q2 2023

Jul 26, 2023
SELL
$22.38 - $24.3 $76,964 - $83,567
-3,439 Reduced 1.01%
338,067 $7.93 Million
Q1 2023

Apr 24, 2023
SELL
$21.78 - $24.36 $44,235 - $49,475
-2,031 Reduced 0.59%
341,506 $7.86 Million
Q4 2022

Feb 14, 2023
BUY
$19.67 - $22.73 $1.94 Million - $2.25 Million
98,822 Added 40.38%
343,537 $7.54 Million
Q3 2022

Nov 02, 2022
BUY
$20.09 - $23.68 $3.62 Million - $4.27 Million
180,381 Added 280.38%
244,715 $4.92 Million
Q2 2022

Aug 12, 2022
BUY
$22.9 - $27.06 $1.33 Million - $1.57 Million
58,191 Added 947.27%
64,334 $1.49 Million
Q1 2022

May 27, 2022
BUY
$24.29 - $28.31 $149,213 - $173,908
6,143 New
6,143 $161,000

Others Institutions Holding DFAE

# of Institutions
460
Shares Held
137M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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