A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 739,314 shares of DFIV stock, worth $27 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
739,314
Previous 726,289 1.79%
Holding current value
$27 Million
Previous $26.1 Million 7.86%
% of portfolio
0.33%
Previous 0.31%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$34.66 - $38.38 $451,446 - $499,899
13,025 Added 1.79%
739,314 $28.2 Million
Q2 2024

Aug 12, 2024

BUY
$35.5 - $38.02 $1.05 Million - $1.12 Million
29,559 Added 4.24%
726,289 $26.1 Million
Q1 2024

May 14, 2024

BUY
$33.15 - $36.75 $1.04 Million - $1.16 Million
31,463 Added 4.73%
696,730 $25.6 Million
Q4 2023

Feb 08, 2024

BUY
$30.86 - $34.46 $1.56 Million - $1.75 Million
50,658 Added 8.24%
665,267 $22.9 Million
Q3 2023

Nov 14, 2023

BUY
$32.1 - $34.42 $3.57 Million - $3.83 Million
111,172 Added 22.08%
614,609 $20 Million
Q2 2023

Aug 11, 2023

BUY
$31.45 - $33.77 $2.28 Million - $2.45 Million
72,652 Added 16.87%
503,437 $16.5 Million
Q1 2023

May 12, 2023

BUY
$30.43 - $33.38 $4.59 Million - $5.04 Million
150,968 Added 53.95%
430,785 $13.9 Million
Q4 2022

Feb 14, 2023

BUY
$25.88 - $31.1 $1.6 Million - $1.92 Million
61,646 Added 28.26%
279,817 $8.51 Million
Q3 2022

Nov 09, 2022

BUY
$25.71 - $30.57 $2.85 Million - $3.39 Million
110,913 Added 103.41%
218,171 $5.63 Million
Q2 2022

Aug 11, 2022

BUY
$28.66 - $33.84 $997,912 - $1.18 Million
34,819 Added 48.07%
107,258 $3.1 Million
Q1 2022

May 17, 2022

BUY
$30.75 - $35.49 $2.23 Million - $2.57 Million
72,439 New
72,439 $2.43 Million

Others Institutions Holding DFIV

About DIMENSIONAL ETF TR


  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

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.