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 246,335 shares of DFIS stock, worth $6.01 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
246,335
Previous 242,606
1.54%
Holding current value
$6.01 Million
Previous $5.98 Million
10.61%
% of portfolio
0.08%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding DFIS
# of Institutions
195Shares Held
78.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp22.2MShares$540 Million0.61% of portfolio
-
Matson Money. Inc.12.3MShares$301 Million11.41% of portfolio
-
Mather Group, Llc. Chicago, IL10.2MShares$248 Million3.52% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.02MShares$97.9 Million0.16% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.6MShares$63.5 Million3.04% of portfolio