Beacon Pointe Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Beacon Pointe Advisors, LLC
- $8.55 Billion
- Q3 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 601,834 shares of DFCF stock, worth $25.2 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
601,834
Previous 529,938
13.57%
Holding current value
$25.2 Million
Previous $22 Million
18.08%
% of portfolio
0.3%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
330Shares Held
87.8MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$440 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$121 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$112 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$102 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$87.2 Million12.12% of portfolio