Beckerman Institutional, LLC Incresed Positions in Q1 2025

Beckerman Institutional, LLC

  • $138 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.57K
+ 9.12%
$442.66 - $534.52 $1.14M - $1.38M
30.8K $16.4M
DFIV
Dimensional ETF Tr

ETFs
18.9K
+ 57.45%
$35.33 - $40.77 $669K - $772K
51.9K $2.04M
DFAI
Dimensional ETF Tr

ETFs
16.6K
+ 9.75%
$28.88 - $32.4 $478K - $537K
186K $5.82M
GLDM
World Gold Trust

ETFs
3.34K
+ 5.35%
$52.19 - $61.89 $174K - $207K
65.8K $4.07M
IDEV
Ishares Core Msci Intl Develop

ETFs
4.8K
+ 5.1%
$63.77 - $71.36 $306K - $342K
98.8K $6.81M
DBND
Doubleline ETF Tr Opportunisti

ETFs
7.02K
+ 4.18%
$44.88 - $46.36 $315K - $326K
175K $8.09M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.16K
+ 10.74%
$65.44 - $70.64 $207K - $223K
32.6K $2.23M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
2.37K
+ 3.85%
$94.87 - $96.11 $224K - $227K
63.8K $6.13M
Blackrock ETF Trust Ii
5.15K
+ 13.43%
N/A
43.5K $2.28M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.88K
+ 7.97%
$100.59 - $103.47 $189K - $195K
25.5K $2.64M
JPIE
J P Morgan Exchange Traded Fd
4.11K
+ 9.82%
$45.46 - $46.18 $187K - $190K
45.9K $2.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.82K
+ 4.81%
$27.01 - $28.54 $130K - $137K
105K $2.93M
SCHO
Schwab Short Term Us Treasury

ETFs
7.09K
+ 7.85%
$24.1 - $24.34 $171K - $173K
97.4K $2.37M
SCHC
Schwab Strategic Tr Intl Small

ETFs
3.82K
+ 11.33%
$33.57 - $37.22 $128K - $142K
37.5K $1.35M
VO
Vanguard Mid Cap ETF

ETFs
930
+ 9.93%
$251.87 - $277.95 $234K - $258K
10.3K $2.66M
IEFA
Ishares Tr

ETFs
1.06K
+ 5.73%
$69.57 - $78.65 $73.7K - $83.3K
19.5K $1.48M
MINO
Pimco ETF Tr Municipal Income

ETFs
3.91K
+ 29.94%
$44.44 - $45.83 $174K - $179K
17K $760K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.75K
+ 24.75%
$38.99 - $40.37 $146K - $152K
18.9K $762K
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.85K
+ 7.05%
$47.4 - $50.24 $182K - $193K
58.5K $2.82M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.75K
+ 10.98%
$54.25 - $57.64 $149K - $158K
27.8K $1.53M
BCV
Bancroft Fund LTD

Financial Services
8.95K
+ 13.4%
$17.42 - $18.74 $156K - $168K
75.8K $1.32M
FREL
Fidelity Covington Tr Msci Rea

ETFs
4.31K
+ 14.09%
$25.98 - $28.59 $112K - $123K
34.9K $958K
Simplify Exchange Traded Fun
2.2K
+ 7.0%
N/A
33.6K $1.69M
DFAE
Dimensional ETF Tr

ETFs
3.59K
+ 7.5%
$24.64 - $26.86 $88.4K - $96.4K
51.4K $1.33M
PNI
Pimco New York Municipal Income Fund Ii

Financial Services
16.4K
+ 72.15%
$7.02 - $7.46 $115K - $122K
39.1K $277K
VIG
Vanguard Dividend Appreciation

ETFs
600
+ 28.09%
N/A
2.74K $531K
Pimco ETF Tr
3.57K
+ 14.88%
N/A
27.6K $726K
ITA
Ishares Tr

ETFs
270
+ 3.49%
$144.84 - $159.5 $39.1K - $43.1K
8K $1.23M
FLGB
Franklin Templeton ETF Tr

ETFs
2.03K
+ 13.65%
$25.73 - $29.17 $52.2K - $59.2K
16.9K $484K
GLD
Spdr Gold Trust

ETFs
123
+ 9.7%
$243.19 - $288.14 $29.9K - $35.4K
1.39K $401K
IAU
Ishares Gold Trust

ETFs
113
+ 1.25%
$49.74 - $58.96 $5.62K - $6.66K
9.14K $539K
PDN
Invesco Fd Tr

ETFs
1.38K
+ 7.34%
$31.2 - $34.9 $43K - $48.1K
20.1K $674K
KO
Coca Cola CO

Consumer Defensive
418
+ 9.28%
$60.81 - $72.32 $25.4K - $30.2K
4.92K $353K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
880
+ 8.21%
$48.43 - $49.9 $42.6K - $43.9K
11.6K $579K
VEA
Vanguard Ftse Developed Market

ETFs
214
+ 1.38%
$47.4 - $52.99 $10.1K - $11.3K
15.7K $798K
GS
Goldman Sachs Group Inc

Financial Services
120
+ 28.5%
$524.81 - $672.19 $63K - $80.7K
541 $296K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
133
+ 11.66%
$507.05 - $563.67 $67.4K - $75K
1.27K $655K
VNQ
Vanguard Specialized Funds Van

ETFs
182
+ 4.77%
$85.55 - $94.34 $15.6K - $17.2K
4K $362K
IXUS
Ishares Tr

ETFs
97
+ 2.33%
$65.06 - $72.31 $6.31K - $7.01K
4.26K $298K
IEMG
Ishares Inc

ETFs
195
+ 3.34%
N/A
6.04K $326K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
163
+ 0.55%
$29.72 - $31.94 $4.84K - $5.21K
29.5K $912K
IJS
Ishares S&P Smallcap 600 Value

ETFs
638
+ 15.51%
$96.3 - $112.23 $61.4K - $71.6K
4.75K $463K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
113
+ 2.03%
$66.3 - $74.17 $7.49K - $8.38K
5.69K $396K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
65
+ 1.28%
$110.75 - $119.78 $7.2K - $7.79K
5.14K $594K
DGRO
Ishares Core Dividend Growth E

ETFs
2
+ 0.01%
$60.46 - $64.42 $121 - $129
26.8K $1.66M
PFE
Pfizer Inc

Healthcare
1.1K
+ 6.63%
$25.01 - $27.13 $27.4K - $29.8K
17.6K $447K
SHV
Ishares Tr

ETFs
55
+ 2.69%
$110.11 - $110.51 $6.06K - $6.08K
2.1K $232K
J P Morgan Exchange Traded F
3
+ 0.07%
N/A
4.23K $226K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
45
+ 0.51%
$47.35 - $48.24 $2.13K - $2.17K
8.86K $421K
Activity Summary
Buys All Purchases 69 New Holdings 5 Increased Positions 64 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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