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 1,853,805 shares of DUHP stock, worth $69.8 Million. This represents 5.47% of its overall portfolio holdings.
Number of Shares
1,853,805
Previous 1,536,180
20.68%
Holding current value
$69.8 Million
Previous $54.6 Million
28.18%
% of portfolio
5.47%
Previous 4.59%
Shares
6 transactions
Others Institutions Holding DUHP
# of Institutions
487Shares Held
222MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO42.6MShares$1.6 Billion2.74% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$307 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$284 Million4.43% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$265 Million15.92% of portfolio
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Pure Financial Advisors, LLC6.93MShares$261 Million4.32% of portfolio