Beacon Pointe Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Beacon Pointe Advisors, LLC
- $11.3 Billion
- Q3 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 220,206 shares of DFSD stock, worth $10.6 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
220,206
Previous 91,243
141.34%
Holding current value
$10.6 Million
Previous $4.38 Million
142.26%
% of portfolio
0.09%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding DFSD
# of Institutions
388Shares Held
84.7MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO5.06MShares$244 Million2.96% of portfolio
-
Savant Capital, LLC4.15MShares$200 Million1.12% of portfolio
-
Apella Capital, LLC4MShares$193 Million4.51% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.24MShares$156 Million1.75% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.96MShares$143 Million11.13% of portfolio