Beaird Harris Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,677,775 shares of DFAR stock, worth $41 Million. This represents 3.67% of its overall portfolio holdings.
Number of Shares
1,677,775
Previous 1,811,017
7.36%
Holding current value
$41 Million
Previous $40.5 Million
8.48%
% of portfolio
3.67%
Previous 4.06%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
206Shares Held
35.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$72.1 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$52.5 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.1 Million12.28% of portfolio
-
Savant Capital, LLC1.4MShares$34.1 Million0.3% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.5 Million2.99% of portfolio