Beaird Harris Wealth Management, LLC Dimensional ETF Tr 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 stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,174,766 shares of DFIV stock, worth $47.9 Million. This represents 3.84% of its overall portfolio holdings.
Number of Shares
1,174,766
Previous 1,087,484
8.03%
Holding current value
$47.9 Million
Previous $41.4 Million
0.62%
% of portfolio
3.84%
Previous 3.83%
Shares
13 transactions
Others Institutions Holding DFIV
# of Institutions
628Shares Held
214MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc20.5MShares$834 Million0.24% of portfolio
-
Mercer Global Advisors Inc Denver, CO17.8MShares$725 Million1.56% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$455 Million4.47% of portfolio
-
Savant Capital, LLC8.28MShares$338 Million2.39% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.02MShares$286 Million0.17% of portfolio