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 $6.41 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
250,276
Previous 246,335 1.6%
Holding current value
$6.41 Million
Previous $6.61 Million 7.01%
% of portfolio
0.07%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$24.25 - $26.7 $95,569 - $105,224
3,941 Added 1.6%
250,276 $6.15 Million
Q3 2024

Nov 14, 2024
BUY
$24.06 - $26.97 $89,719 - $100,571
3,729 Added 1.54%
246,335 $6.61 Million
Q2 2024

Aug 12, 2024
BUY
$24.08 - $25.86 $48,111 - $51,668
1,998 Added 0.83%
242,606 $5.98 Million
Q1 2024

May 14, 2024
BUY
$23.13 - $25.1 $191,123 - $207,401
8,263 Added 3.56%
240,608 $6.03 Million
Q4 2023

Feb 08, 2024
SELL
$20.55 - $24.23 $23,139 - $27,282
-1,126 Reduced 0.48%
232,345 $5.62 Million
Q3 2023

Nov 14, 2023
BUY
$21.81 - $23.89 $802,913 - $879,486
36,814 Added 18.72%
233,471 $5.12 Million
Q2 2023

Aug 11, 2023
BUY
$22.26 - $23.55 $793,012 - $838,968
35,625 Added 22.12%
196,657 $4.49 Million
Q1 2023

May 12, 2023
BUY
$21.65 - $23.87 $1.04 Million - $1.14 Million
47,903 Added 42.34%
161,032 $3.7 Million
Q4 2022

Feb 14, 2023
BUY
$18.29 - $22.14 $745,994 - $903,024
40,787 Added 56.38%
113,129 $2.43 Million
Q3 2022

Nov 09, 2022
BUY
$18.33 - $22.66 $891,241 - $1.1 Million
48,622 Added 204.98%
72,342 $1.34 Million
Q2 2022

Aug 11, 2022
BUY
$20.78 - $25.18 $492,901 - $597,269
23,720 New
23,720 $495,000

Others Institutions Holding DFIS

# of Institutions
235
Shares Held
81.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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