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 52,293 shares of DFSD stock, worth $2.46 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
52,293
Previous 50,867 2.8%
Holding current value
$2.46 Million
Previous $2.39 Million 2.84%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About DIMENSIONAL ETF TR SHORT DURAT


  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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.