Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Target 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 U S Target stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 516,159 shares of DFAT stock, worth $28.6 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

516,159

Previous 546,052 5.47%

Holding current value

$28.6 Million

Previous $29.7 Million 9.92%

% of portfolio

2.65%

Previous 2.98%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$50.18 - $54.47 $1.5 Million - $1.63 Million	-29,893 Reduced 5.47%	516,159 $26.8 Million
Q1 2024 May 15, 2024	SELL	$49.45 - $54.43 $267,623 - $294,575	-5,412 Reduced 0.98%	546,052 $29.7 Million
Q4 2023 Feb 27, 2024	SELL	$42.71 - $53.09 $403,011 - $500,957	-9,436 Reduced 1.68%	551,464 $28.9 Million
Q3 2023 Nov 15, 2023	SELL	$45.07 - $49.71 $915,957 - $1.01 Million	-20,323 Reduced 3.5%	560,900 $25.6 Million
Q2 2023 Jul 26, 2023	SELL	$41.44 - $46.39 $487,873 - $546,149	-11,773 Reduced 1.99%	581,223 $27 Million
Q1 2023 Apr 24, 2023	SELL	$42.38 - $49.75 $1.04 Million - $1.22 Million	-24,569 Reduced 3.98%	592,996 $26.4 Million
Q4 2022 Feb 14, 2023	BUY	$40.24 - $46.91 $325,783 - $379,783	8,096 Added 1.33%	617,565 $27.1 Million
Q3 2022 Nov 02, 2022	BUY	$38.84 - $46.6 $2.11 Million - $2.53 Million	54,275 Added 9.78%	609,469 $23.8 Million
Q2 2022 Aug 12, 2022	SELL	$39.72 - $47.15 $477,712 - $567,073	-12,027 Reduced 2.12%	555,194 $22.3 Million
Q1 2022 May 27, 2022	SELL	$44.35 - $48.64 $2.14 Million - $2.34 Million	-48,143 Reduced 7.82%	567,221 $26.4 Million
Q4 2021 May 17, 2022	BUY	$44.48 - $49.36 $27.4 Million - $30.4 Million	615,364 New	615,364 $29.2 Million

Others Institutions Holding DFAT

# of Institutions

651

Shares Held

156M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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