Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 2025

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 255,932 shares of DFIS stock, worth $8.12 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

255,932

Previous 257,869 0.75%

Holding current value

$8.12 Million

Previous $6.66 Million 14.62%

% of portfolio

0.08%

Previous 0.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$23.2 - $29.84 $44,938 - $57,800	-1,937 Reduced 0.75%	255,932 $7.64 Million
Q1 2025 May 13, 2025	BUY	$23.92 - $26.89 $181,624 - $204,175	7,593 Added 3.03%	257,869 $6.66 Million
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

274

Shares Held

86.2M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Account

Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History