Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 208,772 shares of DFSV stock, worth $6.77 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

208,772

Previous 212,993 1.98%

Holding current value

$6.77 Million

Previous $6 Million 2.49%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$24.21 - $29.47 $102,190 - $124,392	-4,221 Reduced 1.98%	208,772 $6.14 Million
Q1 2025 May 13, 2025	BUY	$27.56 - $32.1 $522,978 - $609,129	18,976 Added 9.78%	212,993 $6 Million
Q4 2024 Feb 14, 2025	BUY	$30.18 - $33.87 $179,178 - $201,086	5,937 Added 3.16%	194,017 $5.97 Million
Q3 2024 Nov 14, 2024	BUY	$28.25 - $31.7 $82,518 - $92,595	2,921 Added 1.58%	188,080 $5.79 Million
Q2 2024 Aug 12, 2024	SELL	$27.81 - $30.13 $97,446 - $105,575	-3,504 Reduced 1.86%	185,159 $5.33 Million
Q1 2024 May 14, 2024	BUY	$27.45 - $30.1 $118,144 - $129,550	4,304 Added 2.33%	188,663 $5.68 Million
Q4 2023 Feb 08, 2024	BUY	$23.61 - $29.53 $25,734 - $32,187	1,090 Added 0.59%	184,359 $5.37 Million
Q3 2023 Nov 14, 2023	BUY	$24.97 - $27.69 $687,149 - $762,001	27,519 Added 17.67%	183,269 $4.64 Million
Q2 2023 Aug 11, 2023	BUY	$23.17 - $25.7 $367,059 - $407,139	15,842 Added 11.32%	155,750 $4 Million
Q1 2023 May 12, 2023	BUY	$23.74 - $28.31 $823,018 - $981,451	34,668 Added 32.94%	139,908 $3.49 Million
Q4 2022 Feb 14, 2023	BUY	$22.47 - $26.46 $728,387 - $857,727	32,416 Added 44.51%	105,240 $2.61 Million
Q3 2022 Nov 09, 2022	BUY	$21.77 - $26.17 $1.05 Million - $1.26 Million	48,101 Added 194.56%	72,824 $1.58 Million
Q2 2022 Aug 11, 2022	BUY	$22.18 - $26.16 $548,356 - $646,753	24,723 New	24,723 $558,000

Others Institutions Holding DFSV

# of Institutions

477

Shares Held

129M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History