Beaird Harris Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Beaird Harris Wealth Management, LLC
- $1.08 Billion
- Q4 2024
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 2,966,163 shares of DFCF stock, worth $124 Million. This represents 11.32% of its overall portfolio holdings.
Number of Shares
2,966,163
Previous 2,896,132
2.42%
Holding current value
$124 Million
Previous $125 Million
1.92%
% of portfolio
11.32%
Previous 11.58%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$465 Million12.57% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$112 Million1.41% of portfolio