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

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q3 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 1,626,622 shares of DFAR stock, worth $39.1 Million. This represents 3.86% of its overall portfolio holdings.

Number of Shares

1,626,622

Previous 1,677,775 3.05%

Holding current value

$39.1 Million

Previous $37.1 Million 12.48%

% of portfolio

3.86%

Previous 3.67%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 02, 2024	SELL	$21.91 - $26.03 $1.12 Million - $1.33 Million	-51,153 Reduced 3.05%	1,626,622 $41.7 Million
Q2 2024 Aug 15, 2024	SELL	$20.41 - $22.23 $2.72 Million - $2.96 Million	-133,242 Reduced 7.36%	1,677,775 $37.1 Million
Q1 2024 May 15, 2024	BUY	$21.28 - $22.96 $1.88 Million - $2.02 Million	88,194 Added 5.12%	1,811,017 $40.5 Million
Q4 2023 Feb 27, 2024	BUY	$18.45 - $23.08 $1 Million - $1.26 Million	54,403 Added 3.26%	1,722,823 $39.2 Million
Q3 2023 Nov 15, 2023	SELL	$19.26 - $22.35 $130,544 - $151,488	-6,778 Reduced 0.4%	1,668,420 $32.6 Million
Q2 2023 Jul 26, 2023	BUY	$20.22 - $21.63 $2.22 Million - $2.37 Million	109,601 Added 7.0%	1,675,198 $36.1 Million
Q1 2023 Apr 24, 2023	BUY	$19.83 - $23.92 $1.35 Million - $1.62 Million	67,925 Added 4.54%	1,565,597 $33.6 Million
Q4 2022 Feb 14, 2023	BUY	$19.45 - $22.52 $4.27 Million - $4.95 Million	219,694 Added 17.19%	1,497,672 $31.7 Million
Q3 2022 Nov 02, 2022	BUY	$20.34 - $25.89 $7.11 Million - $9.05 Million	349,545 Added 37.65%	1,277,978 $26.3 Million
Q2 2022 Aug 12, 2022	BUY	$21.92 - $28.24 $19.8 Million - $25.5 Million	904,231 Added 3736.18%	928,433 $21.5 Million
Q1 2022 May 27, 2022	BUY	$25.09 - $27.58 $607,228 - $667,491	24,202 New	24,202 $656,000

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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