Beaird Harris Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,090 shares of DFIS stock, worth $28,154. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,090
Previous 1,090 -0.0%
Holding current value
$28,154
Previous $29,000 10.34%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 27, 2024
SELL
$20.55 - $24.23 $49,320 - $58,152
-2,400 Reduced 68.77%
1,090 $26,000
Q3 2023

Nov 15, 2023
BUY
$21.81 - $23.89 $52,344 - $57,336
2,400 Added 220.18%
3,490 $76,000
Q4 2022

Feb 14, 2023
SELL
$18.29 - $22.14 $39,872 - $48,265
-2,180 Reduced 66.67%
1,090 $23,000
Q3 2022

Nov 02, 2022
BUY
$18.33 - $22.66 $59,939 - $74,098
3,270 New
3,270 $60,000

Others Institutions Holding DFIS

# of Institutions
234
Shares Held
81.4M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
Track This Portfolio

Track Beaird Harris Wealth Management, LLC Portfolio

Follow Beaird Harris Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email