Beacon Pointe Advisors, LLC Dimensional ETF Tr Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

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 726,396 shares of DFIV stock, worth $27.8 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

726,396

Previous 739,314 1.75%

Holding current value

$27.8 Million

Previous $28.2 Million 8.48%

% of portfolio

0.29%

Previous 0.33%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$34.86 - $37.97 $450,321 - $490,496	-12,918 Reduced 1.75%	726,396 $25.8 Million
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

# of Institutions

622

Shares Held

213M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

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Beacon Pointe Advisors, LLC Dimensional ETF Tr Transaction History