Beaird Harris Wealth Management, LLC DFIV Holdings History
Beaird Harris Wealth Management, LLC's Dimensional International Value ETF Holding Summary
As of 2025-03-31, Beaird Harris Wealth Management, LLC held 1.19 Mil shares of Dimensional International Value ETF(DFIV), totaling $46.85 Mil. This investment constitutes 3.98% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 0.44% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2021Q4. And since then Beaird Harris Wealth Management, LLC has made 10 purchases of DFIV, at an average price of $32.39, for a total of 1.35 Mil shares. In addition, there have been 3 sales at an average price of $35.77 for 163,026.00 shares. Based on historical transaction data and DFIV's current price of $42.72, Beaird Harris Wealth Management, LLC's estimated gain on his DFIV holdings is $12.85 Mil, reflecting a 29.32% gain to date.
Beaird Harris Wealth Management, LLC DFIV ($42.72) Holding Chart
Beaird Harris Wealth Management, LLC DFIV ($42.72) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
