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Clint Dunn

@Beaird Harris Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.145BTotal holdings511
Assets growth rate7.76%Assets growth rate (2-Q avg)5.66%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Beaird Harris Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 511 positions.

Assets under management

The assets under management (AUM) of Beaird Harris Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.145B in assets, with a quarterly growth rate of 7.76% and a 2-quarter average growth rate of 5.66%. The portfolio is managed by Clint Dunn, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFCFDimensional Etf Trust
Recent Activity
Increased 4.25%
10.93%
$125.084M
2.896M shares@ $43.19 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 4.95%
10.39%
$118.829M
2.489M shares@ $47.75 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
Increased 8.24%
5.74%
$65.67M
997,567 shares@ $65.83 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 5.98%
4.33%
$49.471M
515,592 shares@ $95.95 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 6.33%
4.25%
$48.538M
949,499 shares@ $51.12 avg price
VOOVanguard Index Fds
Recent Activity
Increased 16.16%
4.11%
$47.012M
89,093 shares@ $527.67 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 18%
3.74%
$42.761M
1.255M shares@ $34.08 avg price
DFNMDimensional Etf Trust
Recent Activity
Increased 0.66%
3.62%
$41.412M
853,154 shares@ $48.55 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 5.76%
3.62%
$41.411M
1.087M shares@ $38.08 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 3.26%
3.58%
$40.921M
829,871 shares@ $49.31 avg price