Beaird Harris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q3 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 9,500 shares of DFSV stock, worth $295,355. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,500
Previous 9,500
-0.0%
Holding current value
$295,355
Previous $273,000
6.96%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
340Shares Held
95.2MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$255 Million3.73% of portfolio
-
Savant Capital, LLC6.57MShares$204 Million1.72% of portfolio
-
Jmg Financial Group, Ltd.5.2MShares$162 Million5.67% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.43MShares$107 Million0.15% of portfolio
-
Mather Group, Llc. Chicago, IL2.97MShares$92.3 Million1.18% of portfolio