Beacon Financial Advisory LLC Dimensional ETF Tr Dimensional Transaction History
Beacon Financial Advisory LLC
- $373 Million
- Q3 2025
A detailed history of Beacon Financial Advisory LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 8,739 shares of DIHP stock, worth $271,870. This represents 0.07% of its overall portfolio holdings.
Number of Shares
8,739
Previous 8,687
0.6%
Holding current value
$271,870
Previous $256,000
3.52%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DIHP
# of Institutions
322Shares Held
141MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio