Beaird Harris Wealth Management, LLC DFUV Holdings History
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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
