Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Beaird Harris Wealth Management, LLC
- $1.19 Billion
- Q2 2025
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 49,829 shares of DFAC stock, worth $1.87 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
49,829
Previous 49,808
0.04%
Holding current value
$1.87 Million
Previous $1.64 Million
8.64%
% of portfolio
0.15%
Previous 0.15%
Shares
15 transactions
Others Institutions Holding DFAC
# of Institutions
1,129Shares Held
830MCall Options Held
66.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.12 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.06 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.46 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.4 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$654 Million0.22% of portfolio