Beaird Harris Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Beaird Harris Wealth Management, LLC
- $998 Million
- Q1 2024
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 841,191 shares of DFNM stock, worth $40.2 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
841,191
Previous 854,405
1.55%
Holding current value
$40.2 Million
Previous $41.4 Million
2.4%
% of portfolio
4.05%
Previous 4.47%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
171Shares Held
20.2MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.66MShares$127 Million3.7% of portfolio
-
Foster Group, Inc.1.26MShares$60 Million3.0% of portfolio
-
Geo Wealth Management, LLC Chicago, IL932KShares$44.5 Million1.81% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO924KShares$44.1 Million0.5% of portfolio
-
First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio