David Bernhardt: net worth, assets and stock trades

David Bernhardt in short

What is David Bernhardt's net worth?

Based on the 2021 financial disclosure report (filed April 21, 2021), David Bernhardt's net worth was between $824,000 and $3.8 million, with a middle estimate of $2.3 million. The report lists 30 assets worth $1.8 million to $4.3 million and 1 liabilities of $500,000 to $1.0 million. Values are filed as ranges, so net worth is a range. As reported, the figures leave out the personal home.

What stocks does David Bernhardt own?

The 2021 report lists 15 stock, fund and option holdings. The largest are: DFA U.S. Large Cap Value Port Institutional Class N/L (DFLVX), $100,001 - $250,000; US Small Cap Growth Portfolio Institutional Class Shares (DSCGX), $100,001 - $250,000; DFA U.S. Large Cap Value Port Institutional Class N/L (DFLVX), $100,001 - $250,000; DFA World EX U.S. Core Equity Port Institutional Class N/L (DFWIX), $100,001 - $250,000; DFA U.S. Core Equity 1 Port Institutional Class N/L (DFEOX), $50,001 - $100,000; DFA Tax-Managed U.S. Targeted Value Portfolio Inst Class N/L (DTMVX), $50,001 - $100,000; DFA U.S. Large Cap Growth Port Institutional Class N/L (DUSLX), $50,001 - $100,000; DFA U.S. Small Cap Portfolio Institutional Class (DFSTX), $50,001 - $100,000; DFA Emerging Markets Value Port Institutional Class N/L (DFEVX), $15,001 - $50,000; DFA U.S. Small Cap Value Port Institutional Class N/L (DFSVX), $15,001 - $50,000.

Does David Bernhardt trade stocks?

David Bernhardt reported 21 trades (4 buys and 9 sells), the latest on December 31, 2020. Trades by the spouse and dependent children are included.

From official financial disclosure reports. Amounts are filed as ranges, so values are estimates.