Beacon Pointe Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 619,277 shares of DFCF stock, worth $25.8 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
619,277
Previous 601,834
2.9%
Holding current value
$25.8 Million
Previous $26 Million
1.46%
% of portfolio
0.29%
Previous 0.3%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
409Shares Held
3.56BCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$463 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio