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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
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
DFASDimensional Etf Trust
Recent Activity
Decreased -8.48%
3.47%
$39.626M
610,947 shares@ $64.87 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -1.27%
3.03%
$34.67M
536,683 shares@ $64.6 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 5.34%
2.67%
$30.549M
578,473 shares@ $52.81 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -2.03%
2.46%
$28.13M
505,664 shares@ $55.64 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 5.08%
2.43%
$27.745M
392,592 shares@ $70.68 avg price
AVLCAmerican Centy Etf Tr
Recent Activity
Increased 20.66%
2.32%
$26.545M
402,073 shares@ $66.02 avg price
VTESVanguard Wellington Fd
Recent Activity
Decreased -4.04%
1.52%
$17.3M
170,579 shares@ $101.43 avg price
AVMUAmerican Centy Etf Tr
Recent Activity
Decreased -4.16%
1.08%
$12.326M
262,586 shares@ $46.95 avg price