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 1,788,642 shares of DFAR stock, worth $41.4 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
1,788,642
Previous 1,732,271
3.25%
Holding current value
$41.4 Million
Previous $41.2 Million
1.91%
% of portfolio
3.53%
Previous 3.75%
Shares
14 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.7 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48 Million10.62% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.7 Million2.99% of portfolio