Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Core Eq 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 U S Core Eq stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 52,308 shares of DFAC stock, worth $1.76 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
52,308
Previous 52,838
1.0%
Holding current value
$1.76 Million
Previous $1.81 Million
0.11%
% of portfolio
0.17%
Previous 0.17%
Shares
13 transactions
Others Institutions Holding DFAC
# of Institutions
1,062Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.93 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.57 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.27 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.26 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$612 Million0.26% of portfolio