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

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

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 62,540 shares of DFSD stock, worth $2.97 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

62,540

Previous 56,320 11.04%

Holding current value

$2.97 Million

Previous $2.69 Million 9.04%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

332

Shares Held

66M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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 Short Durat Transaction History