Beckerman Institutional, LLC
CIK 2043468 · Holdings on Jun 30, 2025 · First reported Aug 5, 2025
Top ten holdings
Q2 2025- BRK.B10.05%
- DBND5.80%
- DFAI4.95%
- IDEV4.91%
- LDUR4.16%
- DFAC2.83%
- GLDM2.78%
- GOOGL2.63%
- FLXR2.52%
- DGS2.25%
Share classes counted separately42.88%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.BWeight decreased · -1.83 pp11.88% → 10.05%Shares +366 (+1.19%)
- FLXRWeight increased · +1.07 pp1.45% → 2.52%Shares +45.11K (+88.23%)
- DFAIWeight increased · +0.73 pp4.22% → 4.95%Shares +28.99K (+15.54%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $15.14M | 10.05% | 31.17K shares | 11.88% → 10.05%-1.83 pp +366 (+1.19%) | Added | ↗▾ |
| 02 | DBNDDOUBLELINE OPPOR COR BND-USDOPPORTUNISTIC CO View history and evidence | $8.74M | 5.80% | 188.92K shares | 5.86% → 5.80%-0.06 pp +13.72K (+7.83%) | Added | ↗▾ |
| 03 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $7.45M | 4.95% | 215.47K shares | 4.22% → 4.95%+0.73 pp +28.99K (+15.54%) | Added | ↗▾ |
| 04 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $7.40M | 4.91% | 97.28K shares | 4.93% → 4.91%-0.02 pp -1.54K (-1.56%) | Reduced | ↗▾ |
| 05 | LDURPIMCO ENHANCED LOW DURATIONENHNCD LW DUR AC View history and evidence | $6.27M | 4.16% | 65.43K shares | 4.44% → 4.16%-0.28 pp +1.59K (+2.49%) | Added | ↗▾ |
| 06 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $4.26M | 2.83% | 118.99K shares | 2.58% → 2.83%+0.25 pp +11.15K (+10.34%) | Added | ↗▾ |
| 07 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $4.19M | 2.78% | 63.91K shares | 2.95% → 2.78%-0.17 pp -1.89K (-2.88%) | Reduced | ↗▾ |
| 08 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $3.96M | 2.63% | 22.47K shares | 2.52% → 2.63%+0.11 pp -69 (-0.31%) | Reduced | ↗▾ |
| 09 | FLXRTCW FLEXIBLE INCOME ETFFLEXIBLE INCOME View history and evidence | $3.80M | 2.52% | 96.23K shares | 1.45% → 2.52%+1.07 pp +45.11K (+88.23%) | Added | ↗▾ |
| 10 | DGSWISDOMTREE EM SMALL CAPEMG MKTS SMCAP View history and evidence | $3.38M | 2.25% | 61.26K shares | 2.04% → 2.25%+0.21 pp +2.80K (+4.79%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| STOT SS DL ST DUR TR TACT ETF | Non-derivative | -5,473 | -$259.00K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2043468 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 150604
}Research all 108 reported holdings.
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