Beacon Pointe Advisors, LLC Dimensional ETF Tr U S Small C Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 234,554 shares of DFAS stock, worth $15.2 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
234,554
Previous 251,411
6.7%
Holding current value
$15.2 Million
Previous $15.7 Million
10.08%
% of portfolio
0.17%
Previous 0.18%
Shares
13 transactions
Others Institutions Holding DFAS
# of Institutions
662Shares Held
105MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.3MShares$734 Million0.73% of portfolio
-
Northern Trust Corp Chicago, IL6.97MShares$451 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.72MShares$435 Million23.41% of portfolio
-
Bank Of America Corp Charlotte, NC4.45MShares$288 Million0.02% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$176 Million1.82% of portfolio