Beaird Harris Wealth Management, LLC Dimensional ETF Tr Dimensional 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 Dimensional stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 1,811,017 shares of DFAR stock, worth $40 Million. This represents 4.06% of its overall portfolio holdings.
Number of Shares
1,811,017
Previous 1,722,823
5.12%
Holding current value
$40 Million
Previous $39.2 Million
3.41%
% of portfolio
4.06%
Previous 4.23%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44 Million3.51% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.5 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.3 Million2.99% of portfolio
-
Ram Investment Partners, LLC Bellevue, WA1.12MShares$24.8 Million7.89% of portfolio