Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Beaird Harris Wealth Management, LLC
- $1.28 Billion
- Q3 2025
A detailed history of Beaird Harris Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 500,864 shares of DFAT stock, worth $28.5 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
500,864
Previous 498,843
0.41%
Holding current value
$28.5 Million
Previous $26.9 Million
8.31%
% of portfolio
2.28%
Previous 2.26%
Shares
16 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio