Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q1 2024
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 257,947 shares of DIHP stock, worth $6.79 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
257,947
Previous 234,906
9.81%
Holding current value
$6.79 Million
Previous $6.03 Million
15.3%
% of portfolio
0.08%
Previous 0.07%
Shares
8 transactions
Others Institutions Holding DIHP
# of Institutions
182Shares Held
79.2MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc14.9MShares$391 Million0.15% of portfolio
-
Mercer Global Advisors Inc Denver, CO14.6MShares$385 Million1.12% of portfolio
-
Forum Financial Management, LP Lombard, IL6.08MShares$160 Million3.17% of portfolio
-
Vista Wealth Management Group, LLC5.84MShares$154 Million12.39% of portfolio
-
Carlson Capital Management3.83MShares$101 Million8.21% of portfolio