Beckerman Institutional, LLC Purchases and Sells in Q1 2025

Beckerman Institutional, LLC

$138 Million
Q1 2025

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	2.57K + 9.12%	$442.66 - $534.52 $1.14M - $1.38M	30.8K $16.4M
DFIV	18.9K + 57.45%	$35.33 - $40.77 $669K - $772K	51.9K $2.04M
DFAI	16.6K + 9.75%	$28.88 - $32.4 $478K - $537K	186K $5.82M
GLDM	3.34K + 5.35%	$52.19 - $61.89 $174K - $207K	65.8K $4.07M
IDEV	4.8K + 5.1%	$63.77 - $71.36 $306K - $342K	98.8K $6.81M
DBND	7.02K + 4.18%	$44.88 - $46.36 $315K - $326K	175K $8.09M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TCW ETF TRUST	51.1K New	N/A	51.1K $2M
VANGUARD INSTL INDEX FD	10.3K New	N/A	10.3K $773K
GGZ	30.3K New	$11.66 - $12.58 $354K - $381K	30.3K $364K
T	7.31K New	$21.56 - $28.28 $158K - $207K	7.31K $207K
UFEB	6.19K New	$32.13 - $33.82 $199K - $209K	6.19K $200K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-213 - 3.81%	$209.68 - $247.1 $44.7K - $52.6K	5.37K $1.19M
ECAT	-9.34K - 18.11%	$15.77 - $17.14 $147K - $160K	42.2K $666K
DFAC	-149 - 0.14%	$32.42 - $36.13 $4.83K - $5.38K	108K $3.56M
JEPI	-2.07K - 8.62%	$56.17 - $59.71 $116K - $123K	21.9K $1.25M
UCON	-4.72K - 10.28%	$24.5 - $24.95 $116K - $118K	41.2K $1.02M
DFAU	-777 - 1.96%	$37.84 - $42.29 $29.4K - $32.9K	38.8K $1.49M

Activity Summary All Purchases 69 New Holdings 5 Increased Positions 64 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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