Beaird Harris Wealth Management, LLC Dimensional ETF Tr Core Fxd In Transaction History
Beaird Harris Wealth Management, LLC
- $1.1 Billion
- Q1 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 2,999,957 shares of DFCF stock, worth $126 Million. This represents 11.48% of its overall portfolio holdings.
Number of Shares
2,999,957
Previous 2,966,163
1.14%
Holding current value
$126 Million
Previous $123 Million
2.85%
% of portfolio
11.48%
Previous 11.32%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
430Shares Held
117MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.3MShares$476 Million13.24% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$154 Million9.18% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$117 Million23.4% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.69MShares$113 Million1.41% of portfolio