Beacon Pointe Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 1,365,506 shares of DFUV stock, worth $56 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

1,365,506

Previous 1,340,463 1.87%

Holding current value

$56 Million

Previous $54.9 Million 2.59%

% of portfolio

0.64%

Previous 0.62%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$39.96 - $43.3 $1 Million - $1.08 Million	25,043 Added 1.87%	1,365,506 $56.3 Million
Q4 2024 Feb 14, 2025	BUY	$40.38 - $44.35 $456,576 - $501,465	11,307 Added 0.85%	1,340,463 $54.9 Million
Q3 2024 Nov 14, 2024	SELL	$38.51 - $41.69 $1.01 Million - $1.1 Million	-26,271 Reduced 1.94%	1,329,156 $55.4 Million
Q2 2024 Aug 12, 2024	BUY	$38.53 - $40.76 $6.53 Million - $6.91 Million	169,421 Added 14.29%	1,355,427 $53.2 Million
Q1 2024 May 14, 2024	BUY	$36.22 - $40.9 $29.1 Million - $32.9 Million	804,590 Added 210.95%	1,186,006 $48.5 Million
Q4 2023 Feb 08, 2024	SELL	$31.85 - $37.39 $1.04 Million - $1.22 Million	-32,574 Reduced 7.87%	381,416 $14.2 Million
Q3 2023 Nov 14, 2023	SELL	$33.83 - $36.19 $2.98 Million - $3.19 Million	-88,227 Reduced 17.57%	413,990 $14.1 Million
Q2 2023 Aug 11, 2023	SELL	$32.32 - $34.5 $924,061 - $986,389	-28,591 Reduced 5.39%	502,217 $17.3 Million
Q1 2023 May 12, 2023	SELL	$31.9 - $35.83 $692,389 - $777,690	-21,705 Reduced 3.93%	530,808 $17.8 Million
Q4 2022 Feb 14, 2023	BUY	$30.23 - $35.36 $2.03 Million - $2.37 Million	67,052 Added 13.81%	552,513 $18.5 Million
Q3 2022 Nov 09, 2022	BUY	$29.6 - $34.78 $2.35 Million - $2.77 Million	79,527 Added 19.59%	485,461 $14.4 Million
Q2 2022 Aug 11, 2022	BUY	$30.92 - $35.31 $12.6 Million - $14.3 Million	405,934 New	405,934 $12.8 Million

Others Institutions Holding DFUV

# of Institutions

730

Shares Held

274M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

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Beacon Pointe Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History