Beacon Pointe Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Beacon Pointe Advisors, LLC
- $9.37 Billion
- Q2 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 161,625 shares of DFAT stock, worth $9.15 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
161,625
Previous 161,739
0.07%
Holding current value
$9.15 Million
Previous $8.33 Million
4.73%
% of portfolio
0.09%
Previous 0.1%
Shares
15 transactions
Others Institutions Holding DFAT
# of Institutions
800Shares Held
172MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$798 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$704 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$552 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$369 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$282 Million1.62% of portfolio