Beaird Harris Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 9,542 shares of DFSV stock, worth $299,618. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,542
Previous 9,500
0.44%
Holding current value
$299,618
Previous $279,000
8.6%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
496Shares Held
140MCall Options Held
0Put Options Held
0-
Savant Capital, LLC13.4MShares$421 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL6.51MShares$204 Million2.11% of portfolio
-
Jmg Financial Group, Ltd.5.61MShares$176 Million5.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.14MShares$161 Million0.26% of portfolio
-
Cerity Partners LLC New York, NY3.46MShares$109 Million0.18% of portfolio