Beckerman Institutional, LLC Purchases in Q3 2025

Beckerman Institutional, LLC

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
858
+ 3.82%
$174.36 - $254.72 $150K - $219K
23.3K $5.67M
DFAI
Dimensional ETF Tr

ETFs
33.1K
+ 15.34%
$34.05 - $36.55 $1.13M - $1.21M
249K $9.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
470
+ 1.51%
$459.11 - $506.91 $216K - $238K
31.6K $15.9M
DBND
Doubleline ETF Tr Opportunisti

ETFs
12.9K
+ 6.85%
$45.57 - $46.76 $589K - $605K
202K $9.39M
AAPL
Apple Inc.

Technology
1.5K
+ 27.37%
$202.38 - $256.87 $303K - $385K
6.97K $1.78M
MSFT
Microsoft Corp

Technology
992
+ 51.24%
$491.09 - $535.64 $487K - $531K
2.93K $1.52M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
5.01K
+ 4.21%
$36.04 - $38.78 $180K - $194K
124K $4.78M
ABBV
Abb Vie Inc.

Healthcare
2.01K
New
$184.85 - $231.54 $371K - $465K
2.01K $464K
DFIV
Dimensional ETF Tr

ETFs
4.92K
+ 7.78%
$42.66 - $46.53 $210K - $229K
68.1K $3.14M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
8.3K
+ 102.29%
$42.26 - $47.16 $351K - $391K
16.4K $760K
JPM
Jpmorgan Chase & CO

Financial Services
999
+ 41.61%
$282.78 - $316.06 $282K - $316K
3.4K $1.07M
V
Visa Inc.

Financial Services
1.02K
New
$332.09 - $358.86 $340K - $367K
1.02K $349K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.98K
+ 11.93%
$42.28 - $45.71 $211K - $228K
46.7K $2.13M
DFAE
Dimensional ETF Tr

ETFs
6.25K
+ 11.05%
$28.84 - $31.84 $180K - $199K
62.8K $1.98M
IAUM
I Shares Gold Trust Micro

ETFs
8.73K
New
$32.6 - $38.5 $284K - $336K
8.73K $335K
BX
Blackstone Inc.

Financial Services
1.88K
New
$152.77 - $188.68 $287K - $355K
1.88K $321K
CSCO
Cisco Systems, Inc.

Technology
4.67K
New
$66.2 - $71.79 $309K - $335K
4.67K $319K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.89K
New
$78.11 - $79.07 $304K - $308K
3.89K $307K
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.19K
+ 5.21%
$54.85 - $58.99 $175K - $188K
64.5K $3.68M
DFAT
Dimensional ETF Tr U S Target

ETFs
2.07K
+ 5.01%
$53.36 - $59.69 $110K - $123K
43.3K $2.52M
WMT
Walmart Inc.

Consumer Defensive
2.82K
New
$94.4 - $104.27 $266K - $294K
2.82K $290K
FREL
Fidelity Covington Tr Msci Rea

ETFs
9.03K
+ 18.13%
$26.84 - $28.32 $242K - $256K
58.8K $1.64M
ITA
Ishares Tr

ETFs
583
+ 7.34%
$184.73 - $209.26 $108K - $122K
8.52K $1.78M
GGZ
Gabelli Global Small & Mid Cap Value Trust

Financial Services
16.1K
+ 38.37%
$13.33 - $14.8 $214K - $238K
57.9K $841K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.72K
+ 5.87%
$26.38 - $27.95 $177K - $188K
121K $3.31M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.11K
+ 7.03%
$62.54 - $68.42 $132K - $144K
32.1K $2.17M
SCHO
Schwab Short Term Us Treasury

ETFs
11K
+ 9.47%
$24.23 - $24.42 $266K - $268K
127K $3.09M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.1K
+ 43.95%
$49.78 - $50.75 $254K - $259K
16.7K $845K
IBBQ
Invesco ETF Tr Invesco Nasdaq

ETFs
10.6K
New
$21.25 - $24.31 $225K - $258K
10.6K $257K
VO
Vanguard Mid Cap ETF

ETFs
312
+ 2.77%
$279.83 - $293.74 $87.3K - $91.6K
11.6K $3.4M
IAU
Ishares Gold Trust

ETFs
1.96K
+ 24.84%
$61.62 - $72.77 $121K - $142K
9.84K $715K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.06K
+ 3.15%
$95.22 - $96.21 $196K - $198K
67.5K $6.49M
AMZN
Amazon Com Inc

Consumer Cyclical
954
+ 67.56%
$211.65 - $238.24 $202K - $227K
2.37K $519K
CG
Carlyle Group Inc.

Financial Services
3.29K
New
$52.82 - $69.35 $174K - $228K
3.29K $206K
FCOM
Fidelity Covington Tr Msci Com

ETFs
566
+ 2.56%
$63.98 - $72.59 $36.2K - $41.1K
22.7K $1.61M
JPIE
J P Morgan Exchange Traded Fd
3.59K
+ 7.11%
$46.01 - $46.55 $165K - $167K
54K $2.51M
VTI
Vanguard Total Stock Market Et

ETFs
306
+ 11.72%
$303.93 - $329.86 $93K - $101K
2.92K $957K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1K
+ 3.05%
$61.56 - $66.95 $61.7K - $67.2K
33.8K $2.26M
PULS
Pgim ETF Tr

ETFs
2.47K
+ 7.63%
$49.58 - $49.83 $123K - $123K
34.9K $1.74M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.07%
$175.16 - $255.24 $175 - $255
1.38K $335K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
99
+ 0.84%
$72.65 - $78.68 $7.19K - $7.79K
11.9K $928K
KO
Coca Cola CO

Consumer Defensive
1.32K
+ 26.81%
$65.67 - $71.67 $86.7K - $94.6K
6.24K $414K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.13%
$656.44 - $753.15 $656 - $753
773 $577K
GLD
Spdr Gold Trust

ETFs
1
+ 0.08%
$300.96 - $355.47 $301 - $355
1.27K $451K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.24%
$567.77 - $614.76 $1.7K - $1.84K
1.28K $782K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
975
+ 15.79%
$50.9 - $52.37 $49.6K - $51.1K
7.15K $373K
BAC
Bank Of America Corp

Financial Services
1
+ 0.01%
$44.92 - $52.42 $44.9 - $52.4
10.9K $560K
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.01%
$56.02 - $60.3 $56 - $60.3
14.6K $877K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.03%
$195.41 - $212.37 $195 - $212
3.02K $631K
Activity Summary
Buys All Purchases 65 New Holdings 10 Increased Positions 55 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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