Beaird Harris Wealth Management, LLC Dimensional ETF Tr Transaction History
Beaird Harris Wealth Management, LLC
- $1.28 Billion
- Q3 2025
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 280,697 shares of DFAE stock, worth $9.12 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
280,697
Previous 284,846
1.46%
Holding current value
$9.12 Million
Previous $8.25 Million
7.32%
% of portfolio
0.69%
Previous 0.69%
Shares
15 transactions
Others Institutions Holding DFAE
# of Institutions
635Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio