Beaird Harris Wealth Management, LLC Dimensional ETF Tr Short Durat 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 Short Durat stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 2,246,576 shares of DFSD stock, worth $106 Million. This represents 10.59% of its overall portfolio holdings.

Number of Shares
2,246,576
Previous 2,037,607 10.26%
Holding current value
$106 Million
Previous $95.8 Million 10.33%
% of portfolio
10.59%
Previous 10.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
223
Shares Held
34.8M
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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