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 $131 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
$131 Million
Previous $126 Million
1.72%
% of portfolio
10.8%
Previous 11.48%
Shares
10 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
119MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$495 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$158 Million9.18% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$117 Million1.37% of portfolio