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 342,462 shares of DISV stock, worth $11.3 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
342,462
Previous 325,626
5.17%
Holding current value
$11.3 Million
Previous $8.65 Million
15.27%
% of portfolio
0.11%
Previous 0.1%
Shares
12 transactions
Others Institutions Holding DISV
# of Institutions
355Shares Held
75.9MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$293 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$195 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$193 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.9 Million1.1% of portfolio