Beaird Harris Wealth Management, LLC Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,295,939 shares of DFUV stock, worth $53.8 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
1,295,939
Previous 1,311,972
1.22%
Holding current value
$53.8 Million
Previous $54.7 Million
3.05%
% of portfolio
4.89%
Previous 5.06%
Shares
11 transactions
Others Institutions Holding DFUV
# of Institutions
707Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.41 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.31 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$746 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$599 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$446 Million0.67% of portfolio