Beacon Pointe Advisors, LLC Dimensional ETF Tr Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 173,940 shares of DFAU stock, worth $7.18 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
173,940
Previous 165,202
5.29%
Holding current value
$7.18 Million
Previous $6.56 Million
7.41%
% of portfolio
0.08%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio