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

Beaird Harris Wealth Management, LLC

$1.1 Billion
Q1 2025

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 1,284,060 shares of DFUV stock, worth $55.8 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares

1,284,060

Previous 1,295,939 0.92%

Holding current value

$55.8 Million

Previous $53 Million 0.21%

% of portfolio

4.82%

Previous 4.89%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$39.96 - $43.3 $474,684 - $514,360	-11,879 Reduced 0.92%	1,284,060 $52.9 Million
Q4 2024 Feb 10, 2025	SELL	$40.38 - $44.35 $647,412 - $711,063	-16,033 Reduced 1.22%	1,295,939 $53 Million
Q3 2024 Dec 02, 2024	SELL	$38.51 - $41.69 $249,929 - $270,568	-6,490 Reduced 0.49%	1,311,972 $54.7 Million
Q2 2024 Aug 15, 2024	SELL	$38.53 - $40.76 $773,605 - $818,379	-20,078 Reduced 1.5%	1,318,462 $51.8 Million
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	$30.23 - $35.36 $992,813 - $1.16 Million	-32,842 Reduced 2.26%	1,417,517 $47.5 Million
Q3 2022 Nov 02, 2022	SELL	$29.6 - $34.78 $309,527 - $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

735

Shares Held

277M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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