Beaird Harris Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 803,070 shares of DFNM stock, worth $38.1 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares

803,070

Previous 819,122 1.96%

Holding current value

$38.1 Million

Previous $39.1 Million 2.39%

% of portfolio

3.48%

Previous 3.61%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$47.35 - $48.24 $760,062 - $774,348	-16,052 Reduced 1.96%	803,070 $38.2 Million
Q4 2024 Feb 10, 2025	SELL	$47.65 - $48.6 $1.62 Million - $1.65 Million	-34,032 Reduced 3.99%	819,122 $39.1 Million
Q3 2024 Dec 02, 2024	BUY	$47.7 - $48.54 $264,878 - $269,542	5,553 Added 0.66%	853,154 $41.4 Million
Q2 2024 Aug 15, 2024	BUY	$47.4 - $48.0 $303,834 - $307,680	6,410 Added 0.76%	847,601 $40.5 Million
Q1 2024 May 15, 2024	SELL	$48.08 - $48.49 $635,329 - $640,746	-13,214 Reduced 1.55%	841,191 $40.5 Million
Q4 2023 Feb 27, 2024	SELL	$46.17 - $48.51 $12.3 Million - $12.9 Million	-265,873 Reduced 23.73%	854,405 $41.4 Million
Q3 2023 Nov 15, 2023	SELL	$46.44 - $47.81 $5.81 Million - $5.99 Million	-125,184 Reduced 10.05%	1,120,278 $52.1 Million
Q2 2023 Jul 26, 2023	BUY	$47.15 - $48.62 $58.7 Million - $60.6 Million	1,245,462 New	1,245,462 $59.3 Million

Others Institutions Holding DFNM

# of Institutions

254

Shares Held

27.1M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Beaird Harris Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History