Beaird Harris Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,318,462 shares of DFUV stock, worth $55.1 Million. This represents 5.13% of its overall portfolio holdings.
Number of Shares
1,318,462
Previous 1,338,540
1.5%
Holding current value
$55.1 Million
Previous $54.7 Million
5.43%
% of portfolio
5.13%
Previous 5.49%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
629Shares Held
253MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.21 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$767 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$603 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$458 Million0.76% of portfolio