Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 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 309,864 shares of DISV stock, worth $8.99 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
309,864
Previous 301,911
2.63%
Holding current value
$8.99 Million
Previous $8.21 Million
1.58%
% of portfolio
0.1%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding DISV
# of Institutions
263Shares Held
56.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.39MShares$243 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.02MShares$175 Million3.34% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$91.4 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO1.56MShares$45.2 Million1.19% of portfolio
-
Ritholtz Wealth Management1.31MShares$37.9 Million1.17% of portfolio