Beacon Pointe Advisors, LLC Dimensional ETF Tr Transaction History
Beacon Pointe Advisors, LLC
- $9.37 Billion
- Q2 2025
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 185,741 shares of DFAU stock, worth $8.57 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
185,741
Previous 169,654
9.48%
Holding current value
$8.57 Million
Previous $6.52 Million
20.64%
% of portfolio
0.08%
Previous 0.07%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
540Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$323 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$208 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio