Beaird Harris Wealth Management, LLC DFCF Holdings History
Beaird Harris Wealth Management, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Beaird Harris Wealth Management, LLC held 3.00 Mil shares of Dimensional Core Fixed Income ETF(DFCF), totaling $126.18 Mil. This investment constitutes 10.72% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 1.89% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2023Q1. And since then Beaird Harris Wealth Management, LLC has made 9 purchases of DFCF, at an average price of $41.76, for a total of 3.00 Mil shares. Based on historical transaction data and DFCF's current price of $41.99, Beaird Harris Wealth Management, LLC's estimated gain on his DFCF holdings is $689,380.98, reflecting a 0.55% gain to date.
Beaird Harris Wealth Management, LLC DFCF ($41.99) Holding Chart
Beaird Harris Wealth Management, LLC DFCF ($41.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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