Beaird Harris Wealth Management, LLC DFSD Holdings History
Beaird Harris Wealth Management, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Beaird Harris Wealth Management, LLC held 2.64 Mil shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $125.24 Mil. This investment constitutes 10.65% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 2.81% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2023Q1. And since then Beaird Harris Wealth Management, LLC has made 9 purchases of DFSD, at an average price of $46.49, for a total of 2.64 Mil shares. Based on historical transaction data and DFSD's current price of $48.01, Beaird Harris Wealth Management, LLC's estimated gain on his DFSD holdings is $4.00 Mil, reflecting a 3.26% gain to date.
Beaird Harris Wealth Management, LLC DFSD ($48.01) Holding Chart
Beaird Harris Wealth Management, LLC DFSD ($48.01) 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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