Beaird Harris Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 4,631 shares of DFAX stock, worth $116,793. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,631
Previous 4,631
-0.0%
Holding current value
$116,793
Previous $117,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
221MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$283 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$229 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$189 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$182 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$144 Million0.23% of portfolio