Beaird Harris Wealth Management, LLC Dimensional ETF Tr Core Fxd In 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 Core Fxd In stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,896,132 shares of DFCF stock, worth $120 Million. This represents 11.58% of its overall portfolio holdings.
Number of Shares
2,896,132
Previous 2,778,192
4.25%
Holding current value
$120 Million
Previous $115 Million
8.39%
% of portfolio
11.58%
Previous 11.43%
Shares
7 transactions
Others Institutions Holding DFCF
# of Institutions
346Shares Held
3.53BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Truepoint, Inc.10.5MShares$435 Million12.4% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.48MShares$103 Million13.14% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$101 Million1.24% of portfolio