Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Equity 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 U S Equity stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 45,123 shares of DFUS stock, worth $2.96 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

45,123

Previous 44,478 1.45%

Holding current value

$2.96 Million

Previous $2.62 Million 7.22%

% of portfolio

0.26%

Previous 0.26%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 02, 2024	BUY	$56.04 - $62.2 $36,145 - $40,119	645 Added 1.45%	45,123 $2.81 Million
Q2 2024 Aug 15, 2024	BUY	$53.83 - $59.14 $5,759 - $6,327	107 Added 0.24%	44,478 $2.62 Million
Q1 2024 May 15, 2024	SELL	$50.79 - $56.98 $99,243 - $111,338	-1,954 Reduced 4.22%	44,371 $2.53 Million
Q4 2023 Feb 27, 2024	BUY	$44.51 - $52.0 $55,726 - $65,104	1,252 Added 2.78%	46,325 $2.4 Million
Q3 2023 Nov 15, 2023	SELL	$46.29 - $49.87 $50,363 - $54,258	-1,088 Reduced 2.36%	45,073 $2.1 Million
Q2 2023 Jul 26, 2023	SELL	$43.77 - $48.16 $105,748 - $116,354	-2,416 Reduced 4.97%	46,161 $2.22 Million
Q1 2023 Apr 24, 2023	BUY	$41.24 - $45.43 $194,570 - $214,338	4,718 Added 10.76%	48,577 $2.16 Million
Q4 2022 Feb 14, 2023	BUY	$38.86 - $44.32 $721,979 - $823,421	18,579 Added 73.49%	43,859 $1.82 Million
Q3 2022 Nov 02, 2022	BUY	$38.82 - $46.57 $99,806 - $119,731	2,571 Added 11.32%	25,280 $981,000
Q2 2022 Aug 12, 2022	BUY	$39.62 - $49.51 $439,346 - $549,016	11,089 Added 95.43%	22,709 $925,000
Q1 2022 May 27, 2022	SELL	$45.16 - $52.01 $1.73 Million - $1.99 Million	-38,281 Reduced 76.71%	11,620 $570,000
Q4 2021 May 17, 2022	BUY	$47.05 - $51.98 $2.35 Million - $2.59 Million	49,901 New	49,901 $2.58 Million

Others Institutions Holding DFUS

# of Institutions

645

Shares Held

133M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Beaird Harris Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History