BHWM
Beaird Harris Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $125M | Buy |
2,635,580
+44,872
| +2% | +$2.13M | 10.64% | 2 |
|
|
2024
Q4 | $121M | Buy |
2,590,708
+101,616
| +4% | +$4.76M | 10.49% | 2 |
|
|
2024
Q3 | $119M | Buy |
2,489,092
+117,333
| +5% | +$5.6M | 10.38% | 2 |
|
|
2024
Q2 | $111M | Buy |
2,371,759
+125,183
| +6% | +$5.88M | 10.49% | 2 |
|
|
2024
Q1 | $106M | Buy |
2,246,576
+208,969
| +10% | +$9.83M | 10.3% | 2 |
|
|
2023
Q4 | $95.8M | Buy |
2,037,607
+294,409
| +17% | +$13.8M | 10.05% | 2 |
|
|
2023
Q3 | $80.8M | Buy |
1,743,198
+174,434
| +11% | +$8.09M | 9.68% | 2 |
|
|
2023
Q2 | $72.7M | Buy |
1,568,764
+1,566,729
| +76,989% | +$72.6M | 8.7% | 2 |
|
|
2023
Q1 | $95K | Buy |
+2,035
| New | +$95K | 0.02% | 131 |
|