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 1,028,275 shares of DFIV stock, worth $37.9 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
1,028,275
Previous 1,153,842
10.88%
Holding current value
$37.9 Million
Previous $42.4 Million
12.85%
% of portfolio
3.66%
Previous 4.25%
Shares
11 transactions
Others Institutions Holding DFIV
# of Institutions
532Shares Held
185MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO16.7MShares$615 Million1.52% of portfolio
-
Envestnet Asset Management Inc14.7MShares$540 Million0.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$411 Million4.47% of portfolio
-
Savant Capital, LLC7.26MShares$267 Million2.57% of portfolio
-
Northern Trust Corp Chicago, IL6.7MShares$247 Million0.04% of portfolio