Beaird Harris Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,956,759 shares of DFSD stock, worth $143 Million. This represents 11.13% of its overall portfolio holdings.

Number of Shares

2,956,759

Previous 2,581,436 14.54%

Holding current value

$143 Million

Previous $124 Million 14.97%

% of portfolio

11.13%

Previous 10.42%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$47.86 - $48.43 $18 Million - $18.2 Million	375,323 Added 14.54%	2,956,759 $142 Million
Q2 2025 Aug 14, 2025	SELL	$47.09 - $48.01 $2.55 Million - $2.6 Million	-54,144 Reduced 2.05%	2,581,436 $124 Million
Q1 2025 May 15, 2025	BUY	$46.74 - $47.55 $2.1 Million - $2.13 Million	44,872 Added 1.73%	2,635,580 $125 Million
Q4 2024 Feb 10, 2025	BUY	$46.75 - $47.8 $4.75 Million - $4.86 Million	101,616 Added 4.08%	2,590,708 $121 Million
Q3 2024 Dec 02, 2024	BUY	$47.0 - $47.84 $5.51 Million - $5.61 Million	117,333 Added 4.95%	2,489,092 $119 Million

Q2 2024 Aug 15, 2024	BUY	$46.64 - $47.15 $5.84 Million - $5.9 Million	125,183 Added 5.57%	2,371,759 $111 Million
Q1 2024 May 15, 2024	BUY	$46.78 - $47.19 $9.78 Million - $9.86 Million	208,969 Added 10.26%	2,246,576 $106 Million
Q4 2023 Feb 27, 2024	BUY	$46.16 - $47.09 $13.6 Million - $13.9 Million	294,409 Added 16.89%	2,037,607 $95.8 Million
Q3 2023 Nov 15, 2023	BUY	$46.24 - $46.65 $8.07 Million - $8.14 Million	174,434 Added 11.12%	1,743,198 $80.8 Million
Q2 2023 Jul 26, 2023	BUY	$46.28 - $46.83 $72.5 Million - $73.4 Million	1,566,729 Added 76989.14%	1,568,764 $72.7 Million
Q1 2023 Apr 24, 2023	BUY	$46.1 - $46.75 $93,813 - $95,136	2,035 New	2,035 $94,000

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Account

Beaird Harris Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History