Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 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 250,276 shares of DFIS stock, worth $6.71 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
250,276
Previous 246,335
1.6%
Holding current value
$6.71 Million
Previous $6.61 Million
7.01%
% of portfolio
0.07%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding DFIS
# of Institutions
245Shares Held
91MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp17.7MShares$475 Million0.42% of portfolio
-
Matson Money. Inc.12.4MShares$333 Million10.93% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$306 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$105 Million0.43% of portfolio
-
Ci Private Wealth, LLC Miami, FL3.82MShares$102 Million0.14% of portfolio