Beaird Harris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q4 2024
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 9,500 shares of DFSV stock, worth $298,015. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$298,015
Previous $292,000
-0.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
409Shares Held
108MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
-
Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
-
Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio