Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 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 212,993 shares of DFSV stock, worth $6.03 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
212,993
Previous 194,017 9.78%
Holding current value
$6.03 Million
Previous $5.97 Million 0.4%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
437
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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.

Choose your preferred platform and Sign Up 👇 Telegram Email