Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 44,478 shares of DFUS stock, worth $2.81 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
44,478
Previous 44,371
0.24%
Holding current value
$2.81 Million
Previous $2.53 Million
3.52%
% of portfolio
0.26%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding DFUS
# of Institutions
637Shares Held
122MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$502 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$370 Million19.88% of portfolio
-
Plancorp, LLC5.04MShares$318 Million12.91% of portfolio
-
Envestnet Asset Management Inc4.15MShares$262 Million0.09% of portfolio
-
Creative Planning Overland Park, KS3.67MShares$231 Million0.23% of portfolio