Beaird Harris Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,635,580 shares of DFSD stock, worth $126 Million. This represents 11.4% of its overall portfolio holdings.

Number of Shares
2,635,580
Previous 2,590,708 1.73%
Holding current value
$126 Million
Previous $121 Million 3.12%
% of portfolio
11.4%
Previous 11.2%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$46.74 - $47.55 $2.1 Million - $2.13 Million
44,872 Added 1.73%
2,635,580 $125 Million
Q4 2024

Feb 10, 2025
BUY
$46.75 - $47.8 $4.75 Million - $4.86 Million
101,616 Added 4.08%
2,590,708 $121 Million
Q3 2024

Dec 02, 2024
BUY
$47.0 - $47.84 $5.51 Million - $5.61 Million
117,333 Added 4.95%
2,489,092 $119 Million
Q2 2024

Aug 15, 2024
BUY
$46.64 - $47.15 $5.84 Million - $5.9 Million
125,183 Added 5.57%
2,371,759 $111 Million
Q1 2024

May 15, 2024
BUY
$46.78 - $47.19 $9.78 Million - $9.86 Million
208,969 Added 10.26%
2,246,576 $106 Million
Q4 2023

Feb 27, 2024
BUY
$46.16 - $47.09 $13.6 Million - $13.9 Million
294,409 Added 16.89%
2,037,607 $95.8 Million
Q3 2023

Nov 15, 2023
BUY
$46.24 - $46.65 $8.07 Million - $8.14 Million
174,434 Added 11.12%
1,743,198 $80.8 Million
Q2 2023

Jul 26, 2023
BUY
$46.28 - $46.83 $72.5 Million - $73.4 Million
1,566,729 Added 76989.14%
1,568,764 $72.7 Million
Q1 2023

Apr 24, 2023
BUY
$46.1 - $46.75 $93,813 - $95,136
2,035 New
2,035 $94,000

Others Institutions Holding DFSD

# of Institutions
358
Shares Held
70.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

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