Beaird Harris Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,371,759 shares of DFSD stock, worth $112 Million. This represents 11.04% of its overall portfolio holdings.

Number of Shares

2,371,759

Previous 2,246,576 5.57%

Holding current value

$112 Million

Previous $106 Million 5.48%

% of portfolio

11.04%

Previous 10.59%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 15, 2024	BUY	$46.64 - $47.15 $5.84 Million - $5.9 Million	125,183 Added 5.57%	2,371,759 $111 Million
Q1 2024 May 15, 2024	BUY	$46.78 - $47.19 $9.78 Million - $9.86 Million	208,969 Added 10.26%	2,246,576 $106 Million
Q4 2023 Feb 27, 2024	BUY	$46.16 - $47.09 $13.6 Million - $13.9 Million	294,409 Added 16.89%	2,037,607 $95.8 Million
Q3 2023 Nov 15, 2023	BUY	$46.24 - $46.65 $8.07 Million - $8.14 Million	174,434 Added 11.12%	1,743,198 $80.8 Million
Q2 2023 Jul 26, 2023	BUY	$46.28 - $46.83 $72.5 Million - $73.4 Million	1,566,729 Added 76989.14%	1,568,764 $72.7 Million
Q1 2023 Apr 24, 2023	BUY	$46.1 - $46.75 $93,813 - $95,136	2,035 New	2,035 $94,000

Others Institutions Holding DFSD

# of Institutions

258

Shares Held

46.3M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Beaird Harris Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History