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%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$35.5 - $38.02 $4.46 Million - $4.77 Million	-125,567 Reduced 10.88%	1,028,275 $37 Million
Q1 2024 May 15, 2024	BUY	$33.15 - $36.75 $1.7 Million - $1.88 Million	51,257 Added 4.65%	1,153,842 $42.4 Million
Q4 2023 Feb 27, 2024	BUY	$30.86 - $34.46 $935,829 - $1.04 Million	30,325 Added 2.83%	1,102,585 $37.9 Million
Q3 2023 Nov 15, 2023	BUY	$32.1 - $34.42 $256,125 - $274,637	7,979 Added 0.75%	1,072,260 $35 Million
Q2 2023 Jul 26, 2023	SELL	$31.45 - $33.77 $758,605 - $814,566	-24,121 Reduced 2.22%	1,064,281 $35 Million
Q1 2023 Apr 24, 2023	SELL	$30.43 - $33.38 $405,875 - $445,222	-13,338 Reduced 1.21%	1,088,402 $35.1 Million
Q4 2022 Feb 14, 2023	BUY	$25.88 - $31.1 $62,422 - $75,013	2,412 Added 0.22%	1,101,740 $33.5 Million
Q3 2022 Nov 02, 2022	BUY	$25.71 - $30.57 $7.13 Million - $8.47 Million	277,148 Added 33.71%	1,099,328 $28.3 Million
Q2 2022 Aug 12, 2022	BUY	$28.66 - $33.84 $3.7 Million - $4.37 Million	128,998 Added 18.61%	822,180 $23.8 Million
Q1 2022 May 27, 2022	BUY	$30.75 - $35.49 $2.29 Million - $2.65 Million	74,536 Added 12.05%	693,182 $23.2 Million
Q4 2021 May 17, 2022	BUY	$31.61 - $34.21 $19.6 Million - $21.2 Million	618,646 New	618,646 $20.3 Million

Others Institutions Holding DFIV

# of Institutions

532

Shares Held

185M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Beaird Harris Wealth Management, LLC Dimensional ETF Tr Transaction History