Beacon Pointe Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q1 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 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
Others Institutions Holding DFSD
# of Institutions
223Shares Held
34.8MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.25MShares$106 Million10.59% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA1.95MShares$91.5 Million15.85% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.77MShares$83.1 Million1.34% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.58MShares$74.2 Million0.12% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.58MShares$74.1 Million0.84% of portfolio