Beacon Pointe Advisors, LLC Dimensional ETF Tr Transaction History
Beacon Pointe Advisors, LLC
- $8.55 Billion
- Q3 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 165,202 shares of DFAU stock, worth $6.92 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
165,202
Previous 180,629
8.54%
Holding current value
$6.92 Million
Previous $6.77 Million
3.18%
% of portfolio
0.08%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$202 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$154 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio