Number of Shares
1.28 Mil
Current Holdings Value*
$52.92 Mil
% of Portfolio
4.5%
Total Estimate Gain
$12.48 Mil
% of Total Estimate Gain
25.61%

Beaird Harris Wealth Management, LLC's Dimensional US Marketwide Value ETF Holding Summary

As of 2025-03-31, Beaird Harris Wealth Management, LLC held 1.28 Mil shares of Dimensional US Marketwide Value ETF(DFUV), totaling $52.92 Mil. This investment constitutes 4.5% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 0.47% of the outstanding Dimensional US Marketwide Value ETF(DFUV) stock.

The initial trade took place in 2022Q2. And since then Beaird Harris Wealth Management, LLC has made 2 purchases of DFUV, at an average price of $33.27, for a total of 1.46 Mil shares. In addition, there have been 10 sales at an average price of $36.20 for 180,696.00 shares. Based on historical transaction data and DFUV's current price of $42.58, Beaird Harris Wealth Management, LLC's estimated gain on his DFUV holdings is $12.48 Mil, reflecting a 25.61% gain to date.

Beaird Harris Wealth Management, LLC DFUV ($42.58) Holding Chart

Beaird Harris Wealth Management, LLC DFUV ($42.58) 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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