Beckerman Institutional, LLC Purchases and Sells in Q2 2025

Beckerman Institutional, LLC

$151 Million
Q2 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TCW ETF TRUST	45.1K + 88.23%	N/A	96.2K $3.8M
DFAI	29K + 15.54%	$28.02 - $34.71 $812K - $1.01M	215K $7.45M
DFAC	11.1K + 10.34%	$29.12 - $35.84 $325K - $400K	119K $4.27M
DFIV	11.3K + 21.78%	$34.67 - $43.21 $392K - $488K	63.2K $2.71M
DBND	13.7K + 7.83%	$45.18 - $46.32 $620K - $636K	189K $8.74M
DGS	2.8K + 4.79%	$43.34 - $55.24 $121K - $155K	61.3K $3.38M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPSM	8.11K New	$35.35 - $42.68 $287K - $346K	8.11K $346K
MUNI	6.17K New	$50.34 - $51.86 $311K - $320K	6.17K $317K
CAPITAL GROUP NEW GEOGRAPHY	10.8K New	N/A	10.8K $310K
PLTR	2.03K New	$74.01 - $144.25 $150K - $292K	2.03K $276K
XAR	977 New	$144.94 - $210.94 $142K - $206K	977 $206K
SYK	507 New	$337.37 - $395.63 $171K - $201K	507 $201K

Top Sells

Reduced Positions

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UCON	-26.2K - 63.56%	$24.48 - $24.9 $641K - $652K	15K $374K
VANGUARD INSTL INDEX FD	-2.75K - 26.83%	N/A	7.5K $567K
JEPI	-1.92K - 8.75%	$51.14 - $57.0 $98K - $109K	20K $1.14M
BLACKROCK ETF TRUST II	-2.3K - 5.28%	N/A	41.2K $2.18M
JPMORGAN CHASE FINL CO LLC	-531 - 1.4%	N/A	37.4K $1.13M
PULS	-1.75K - 5.13%	$49.39 - $49.76 $86.4K - $87.1K	32.4K $1.61M

Activity Summary All Purchases 38 New Holdings 7 Increased Positions 31 All Sells 45 Reductions 45 Sold out 0 Calls 0 Puts 0

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