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 $2.96 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
62,540
Previous 56,320
11.04%
Holding current value
$2.96 Million
Previous $2.69 Million
9.04%
% of portfolio
0.03%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
332Shares Held
67.2MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH4.17MShares$197 Million1.31% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.98MShares$141 Million2.55% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.71MShares$128 Million1.54% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.59MShares$123 Million11.2% of portfolio