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

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 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 91,243 shares of DFSD stock, worth $4.4 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
91,243
Previous 76,275 19.62%
Holding current value
$4.4 Million
Previous $3.62 Million 20.86%
% of portfolio
0.05%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$47.09 - $48.01 $704,843 - $718,613
14,968 Added 19.62%
91,243 $4.38 Million
Q1 2025

May 13, 2025
BUY
$46.74 - $47.55 $641,973 - $653,099
13,735 Added 21.96%
76,275 $3.62 Million
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
380
Shares Held
80.2M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
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