Beckerman Institutional, LLC Purchases in Q2 2025

Beckerman Institutional, LLC

  • $151 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Tcw ETF Trust
45.1K
+ 88.23%
N/A
96.2K $3.8M
DFAI
Dimensional ETF Tr

ETFs
29K
+ 15.54%
$28.02 - $34.71 $812K - $1.01M
215K $7.45M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
11.1K
+ 10.34%
$29.12 - $35.84 $325K - $400K
119K $4.27M
DFIV
Dimensional ETF Tr

ETFs
11.3K
+ 21.78%
$34.67 - $43.21 $392K - $488K
63.2K $2.71M
DBND
Doubleline ETF Tr Opportunisti

ETFs
13.7K
+ 7.83%
$45.18 - $46.32 $620K - $636K
189K $8.74M
DGS
Wisdomtree Emerging Markets Sm

ETFs
2.8K
+ 4.79%
$43.34 - $55.24 $121K - $155K
61.3K $3.38M
VO
Vanguard Mid Cap ETF

ETFs
971
+ 9.43%
$228.54 - $279.83 $222K - $272K
11.3K $3.15M
SCHO
Schwab Short Term Us Treasury

ETFs
18.4K
+ 18.86%
$24.19 - $24.45 $444K - $449K
116K $2.82M
META
Meta Platforms, Inc.

Communication Services
45
+ 1.81%
$484.66 - $738.09 $21.8K - $33.2K
2.53K $1.87M
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.21K
+ 11.2%
$32.41 - $42.59 $136K - $179K
41.8K $1.78M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.19K
+ 7.89%
$50.08 - $63.14 $110K - $138K
30K $1.89M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.11K
New
$35.35 - $42.68 $287K - $346K
8.11K $346K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.17K
New
$50.34 - $51.86 $311K - $320K
6.17K $317K
Capital Group New Geography
10.8K
New
N/A
10.8K $310K
DFAE
Dimensional ETF Tr

ETFs
5.17K
+ 10.05%
$22.87 - $28.95 $118K - $150K
56.6K $1.64M
PLTR
Palantir Technologies Inc.

Technology
2.03K
New
$74.01 - $144.25 $150K - $292K
2.03K $276K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.1K
+ 8.12%
$44.8 - $53.97 $139K - $167K
41.2K $2.23M
MSFT
Microsoft Corp

Technology
42
+ 2.22%
$354.56 - $497.45 $14.9K - $20.9K
1.94K $963K
JPIE
J P Morgan Exchange Traded Fd
4.46K
+ 9.71%
$45.12 - $46.32 $201K - $207K
50.4K $2.34M
XAR
Spdr S&P Aerospace & Defense E

ETFs
977
New
$144.94 - $210.94 $142K - $206K
977 $206K
SYK
Stryker Corp

Healthcare
507
New
$337.37 - $395.63 $171K - $201K
507 $201K
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
11.5K
+ 38.08%
$10.62 - $13.32 $123K - $154K
41.9K $558K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.67K
+ 6.55%
$102.02 - $103.5 $170K - $173K
27.2K $2.79M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.59K
+ 2.49%
$94.78 - $95.97 $151K - $153K
65.4K $6.27M
BCV
Bancroft Fund LTD

Financial Services
16
+ 0.02%
$15.82 - $18.9 $253 - $302
75.8K $1.43M
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
18.6K
+ 47.67%
$6.58 - $7.16 $123K - $133K
57.7K $388K
Tortoise Capital Series Trus
11.2K
New
N/A
11.2K $102K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
9.56K
+ 9.11%
$24.32 - $27.87 $232K - $266K
114K $3.03M
Simplify Exchange Traded Fun
1.95K
+ 5.79%
N/A
35.6K $1.78M
COF
Capital One Financial Corp

Financial Services
11
+ 0.7%
$150.57 - $212.76 $1.66K - $2.34K
1.58K $336K
AMZN
Amazon Com Inc

Consumer Cyclical
29
+ 2.1%
$167.32 - $223.3 $4.85K - $6.48K
1.41K $310K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
201
+ 2.27%
$46.77 - $47.89 $9.4K - $9.63K
9.06K $430K
T
At&T Inc.

Communication Services
4
+ 0.05%
$26.33 - $28.94 $105 - $116
7.31K $212K
J P Morgan Exchange Traded F
3
+ 0.07%
N/A
4.23K $227K
AAPL
Apple Inc.

Technology
100
+ 1.86%
$172.42 - $223.89 $17.2K - $22.4K
5.47K $1.12M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
270
+ 0.83%
$61.03 - $67.59 $16.5K - $18.2K
32.8K $2.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
366
+ 1.19%
$483.48 - $539.8 $177K - $198K
31.2K $15.1M
Activity Summary
Buys All Purchases 38 New Holdings 7 Increased Positions 31 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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