Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 53,691 shares of DFAC stock, worth $1.83 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

53,691

Previous 54,565 1.6%

Holding current value

$1.83 Million

Previous $1.74 Million 0.75%

% of portfolio

0.17%

Previous 0.17%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	SELL	$30.09 - $32.37 $26,298 - $28,291	-874 Reduced 1.6%	53,691 $1.73 Million
Q1 2024 May 15, 2024	SELL	$28.62 - $31.95 $22,781 - $25,432	-796 Reduced 1.44%	54,565 $1.74 Million
Q4 2023 Feb 27, 2024	SELL	$24.91 - $29.38 $8,544 - $10,077	-343 Reduced 0.62%	55,361 $1.62 Million
Q3 2023 Nov 15, 2023	BUY	$26.05 - $28.22 $729 - $790	28 Added 0.05%	55,704 $1.46 Million
Q2 2023 Jul 26, 2023	BUY	$24.86 - $27.15 $646 - $705	26 Added 0.05%	55,676 $1.51 Million
Q1 2023 Apr 24, 2023	BUY	$24.18 - $26.58 $435 - $478	18 Added 0.03%	55,650 $1.42 Million
Q4 2022 Feb 14, 2023	BUY	$22.49 - $25.81 $877 - $1,006	39 Added 0.07%	55,632 $1.35 Million
Q3 2022 Nov 02, 2022	BUY	$22.24 - $26.54 $622 - $743	28 Added 0.05%	55,593 $1.24 Million
Q2 2022 Aug 12, 2022	SELL	$22.75 - $27.77 $43,543 - $53,151	-1,914 Reduced 3.33%	55,565 $1.3 Million
Q1 2022 May 27, 2022	BUY	$25.76 - $29.21 $515 - $584	20 Added 0.03%	57,479 $1.59 Million
Q4 2021 May 17, 2022	BUY	$26.63 - $29.09 $1.53 Million - $1.67 Million	57,459 New	57,459 $1.67 Million

Others Institutions Holding DFAC

# of Institutions

900

Shares Held

721M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Account

Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History