Beaird Harris Wealth Management, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 3,037,152 shares of DFCF stock, worth $130 Million. This represents 10.8% of its overall portfolio holdings.
Number of Shares
3,037,152
Previous 2,999,957
1.24%
Holding current value
$130 Million
Previous $126 Million
1.72%
% of portfolio
10.8%
Previous 11.48%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$116 Million1.37% of portfolio