Beaird Harris Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 281,790 shares of DFAE stock, worth $7.32 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

281,790

Previous 292,038 3.51%

Holding current value

$7.32 Million

Previous $7.56 Million 2.22%

% of portfolio

0.71%

Previous 0.75%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 02, 2024	SELL	$24.46 - $27.82 $250,666 - $285,099	-10,248 Reduced 3.51%	281,790 $7.72 Million
Q2 2024 Aug 15, 2024	SELL	$24.03 - $26.3 $930,729 - $1.02 Million	-38,732 Reduced 11.71%	292,038 $7.56 Million
Q1 2024 May 15, 2024	BUY	$22.74 - $24.88 $19,397 - $21,222	853 Added 0.26%	330,770 $8.18 Million
Q4 2023 Feb 27, 2024	SELL	$21.63 - $24.11 $116,044 - $129,350	-5,365 Reduced 1.6%	329,917 $7.95 Million
Q3 2023 Nov 15, 2023	SELL	$22.43 - $24.83 $62,467 - $69,151	-2,785 Reduced 0.82%	335,282 $7.57 Million
Q2 2023 Jul 26, 2023	SELL	$22.38 - $24.3 $76,964 - $83,567	-3,439 Reduced 1.01%	338,067 $7.93 Million
Q1 2023 Apr 24, 2023	SELL	$21.78 - $24.36 $44,235 - $49,475	-2,031 Reduced 0.59%	341,506 $7.86 Million
Q4 2022 Feb 14, 2023	BUY	$19.67 - $22.73 $1.94 Million - $2.25 Million	98,822 Added 40.38%	343,537 $7.54 Million
Q3 2022 Nov 02, 2022	BUY	$20.09 - $23.68 $3.62 Million - $4.27 Million	180,381 Added 280.38%	244,715 $4.92 Million
Q2 2022 Aug 12, 2022	BUY	$22.9 - $27.06 $1.33 Million - $1.57 Million	58,191 Added 947.27%	64,334 $1.49 Million
Q1 2022 May 27, 2022	BUY	$24.29 - $28.31 $149,213 - $173,908	6,143 New	6,143 $161,000

Others Institutions Holding DFAE

# of Institutions

474

Shares Held

141M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Beaird Harris Wealth Management, LLC Dimensional ETF Tr Transaction History