Beaird Harris Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 2024
A detailed history of Beaird Harris Wealth Management, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,896,132 shares of DFCF stock, worth $118 Million. This represents 11.58% of its overall portfolio holdings.
Number of Shares
2,896,132
Previous 2,778,192
4.25%
Holding current value
$118 Million
Previous $115 Million
8.39%
% of portfolio
11.58%
Previous 11.43%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$428 Million12.4% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.2 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85 Million12.12% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$81.8 Million13.64% of portfolio