Beaird Harris Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Beaird Harris Wealth Management, LLC
- $1.19 Billion
- Q2 2025
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 1,536,180 shares of DUHP stock, worth $58.3 Million. This represents 4.59% of its overall portfolio holdings.
Number of Shares
1,536,180
Previous 1,484,568
3.48%
Holding current value
$58.3 Million
Previous $49.2 Million
11.03%
% of portfolio
4.59%
Previous 4.48%
Shares
5 transactions
Others Institutions Holding DUHP
# of Institutions
472Shares Held
249MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio