Beacon Pointe Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 76,275 shares of DFSD stock, worth $3.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

76,275

Previous 62,540 21.96%

Holding current value

$3.64 Million

Previous $2.93 Million 23.64%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$46.74 - $47.55 $641,973 - $653,099	13,735 Added 21.96%	76,275 $3.62 Million
Q4 2024 Feb 14, 2025	BUY	$46.75 - $47.8 $290,785 - $297,316	6,220 Added 11.04%	62,540 $2.93 Million
Q3 2024 Nov 14, 2024	BUY	$47.0 - $47.84 $177,096 - $180,261	3,768 Added 7.17%	56,320 $2.69 Million
Q2 2024 Aug 12, 2024	BUY	$46.64 - $47.15 $12,079 - $12,211	259 Added 0.5%	52,552 $2.47 Million
Q1 2024 May 14, 2024	BUY	$46.78 - $47.19 $66,708 - $67,292	1,426 Added 2.8%	52,293 $2.46 Million
Q4 2023 Feb 08, 2024	BUY	$46.16 - $47.09 $727,850 - $742,515	15,768 Added 44.92%	50,867 $2.39 Million
Q3 2023 Nov 14, 2023	BUY	$46.24 - $46.65 $1.12 Million - $1.13 Million	24,253 Added 223.61%	35,099 $1.63 Million
Q2 2023 Aug 11, 2023	BUY	$46.28 - $46.83 $216,914 - $219,492	4,687 Added 76.1%	10,846 $502,000
Q1 2023 May 12, 2023	BUY	$46.1 - $46.75 $283,929 - $287,933	6,159 New	6,159 $287,000

Others Institutions Holding DFSD

# of Institutions

354

Shares Held

68.2M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Beacon Pointe Advisors, LLC Dimensional ETF Tr Short Durat Transaction History