Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Beacon Pointe Advisors, LLC
- $8.55 Billion
- Q3 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 110,530 shares of DFIC stock, worth $2.96 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
110,530
Previous 111,317
0.71%
Holding current value
$2.96 Million
Previous $2.93 Million
6.29%
% of portfolio
0.04%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding DFIC
# of Institutions
383Shares Held
2.26BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN2.02BShares$54.1 Billion3.13% of portfolio
-
Envestnet Asset Management Inc27MShares$722 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO25.7MShares$688 Million1.59% of portfolio
-
Forum Financial Management, LP Lombard, IL15.8MShares$422 Million8.47% of portfolio
-
Evensky & Katz LLC5.9MShares$158 Million10.81% of portfolio