Beaird Harris Wealth Management, LLC Reduced Holdings in Q3 2024

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AVIG
American Centy ETF Tr Avantis

ETFs
-40
- 0.32%
$40.41 - $42.73 $1.62K - $1.71K
12.4K $525K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-188
- 2.73%
$60.13 - $68.17 $11.3K - $12.8K
6.7K $453K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-969
- 5.34%
$61.97 - $69.37 $60K - $67.2K
17.2K $1.19M
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.14%
$213.3 - $270.78 $213 - $271
693 $187K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-24
- 0.31%
$75.32 - $84.37 $1.81K - $2.02K
7.62K $637K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-853
- 1.59%
$31.05 - $34.29 $26.5K - $29.2K
52.8K $1.81M
HD
Home Depot, Inc.

Consumer Cyclical
-49
- 2.73%
$333.64 - $405.2 $16.3K - $19.9K
1.75K $707K
VTV
Vanguard Value ETF

ETFs
-69
- 0.62%
$159.75 - $174.57 $11K - $12K
11.1K $1.94M
VBR
Vanguard Small Cap Value ETF

ETFs
-148
- 1.45%
$179.99 - $201.6 $26.6K - $29.8K
10.1K $2.02M
DFAE
Dimensional ETF Tr

ETFs
-10.2K
- 3.51%
$24.46 - $27.82 $251K - $285K
282K $7.72M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-6.08K
- 3.69%
$34.48 - $38.87 $210K - $236K
159K $6.12M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-5.72K
- 3.54%
$31.39 - $35.47 $180K - $203K
156K $5.5M
AVIV
American Centy ETF Tr Avantis
-604
- 0.47%
$50.37 - $56.43 $30.4K - $34.1K
129K $7.24M
AVSC
American Centy ETF Tr Avantis
-949
- 0.75%
$49.07 - $56.13 $46.6K - $53.3K
126K $6.8M
AVRE
American Centy ETF Tr Avantis
-135
- 0.16%
$40.95 - $48.28 $5.53K - $6.52K
84.2K $3.97M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.16K
- 1.49%
$56.47 - $63.69 $122K - $137K
142K $8.98M
DFAT
Dimensional ETF Tr U S Target

ETFs
-10.5K
- 2.03%
$51.0 - $57.07 $535K - $599K
506K $28.1M
AVEM
American Centy ETF Tr Avantis

ETFs
-6.95K
- 1.28%
$57.2 - $65.59 $397K - $456K
537K $34.7M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-6.49K
- 0.49%
$38.51 - $41.69 $250K - $271K
1.31M $54.7M
DFAR
Dimensional ETF Tr Dimensional

ETFs
-51.2K
- 3.05%
$21.91 - $26.03 $1.12M - $1.33M
1.63M $41.7M
Activity Summary
Buys All Purchases 134 New Holdings 38 Increased Positions 96 Sells All Sells 171 Reductions 171 Sold out 0 Options Calls 0 Puts 0
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