Beaird Harris Wealth Management, LLC Dimensional ETF Tr Natl Mun Bd 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 Natl Mun Bd stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 821,988 shares of DFNM stock, worth $39.5 Million. This represents 3.28% of its overall portfolio holdings.

Number of Shares
821,988
Previous 803,070 2.36%
Holding current value
$39.5 Million
Previous $38.2 Million 2.05%
% of portfolio
3.28%
Previous 3.48%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$46.77 - $47.89 $884,794 - $905,983
18,918 Added 2.36%
821,988 $39 Million
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
250
Shares Held
27.1M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR NATL MUN BD

DFNM Quotes by TradingView
  • Ticker DFNM
  • Sector ETFs
  • Industry ETFs
More about DFNM
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