Beaird Harris Wealth Management, LLC Dimensional ETF Tr Us Marketwi Transaction History

Beaird Harris Wealth Management, LLC

  • $998 Million
  • Q1 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,338,540 shares of DFUV stock, worth $52.2 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares
1,338,540
Previous 1,346,884 0.62%
Holding current value
$52.2 Million
Previous $50.1 Million 9.21%
% of portfolio
5.49%
Previous 5.41%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$36.22 - $40.9 $302,219 - $341,269
-8,344 Reduced 0.62%
1,338,540 $54.7 Million
Q4 2023

Feb 27, 2024
BUY
$31.85 - $37.39 $125,489 - $147,316
3,940 Added 0.29%
1,346,884 $50.1 Million
Q3 2023

Nov 15, 2023
SELL
$33.83 - $36.19 $1.21 Million - $1.29 Million
-35,755 Reduced 2.59%
1,342,944 $45.7 Million
Q2 2023

Jul 26, 2023
SELL
$32.32 - $34.5 $884,016 - $943,644
-27,352 Reduced 1.95%
1,378,699 $47.6 Million
Q1 2023

Apr 24, 2023
SELL
$31.9 - $35.83 $365,765 - $410,826
-11,466 Reduced 0.81%
1,406,051 $47.1 Million
Q4 2022

Feb 14, 2023
SELL
$33.0 - $35.36 $1.08 Million - $1.16 Million
-32,842 Reduced 2.26%
1,417,517 $47.5 Million
Q3 2022

Nov 02, 2022
SELL
$30.15 - $34.78 $315,278 - $363,694
-10,457 Reduced 0.72%
1,450,359 $42.9 Million
Q2 2022

Aug 12, 2022
BUY
$30.92 - $35.31 $45.2 Million - $51.6 Million
1,460,816 New
1,460,816 $46.2 Million

Others Institutions Holding DFUV

# of Institutions
593
Shares Held
242M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
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