Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 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 792,120 shares of DUHP stock, worth $27.9 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
792,120
Previous 797,774
0.71%
Holding current value
$27.9 Million
Previous $27.2 Million
1.53%
% of portfolio
0.3%
Previous 0.32%
Shares
11 transactions
Others Institutions Holding DUHP
# of Institutions
389Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.35 Billion0.43% of portfolio
-
Mercer Global Advisors Inc Denver, CO35.7MShares$1.26 Billion2.98% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
-
Forum Financial Management, LP Lombard, IL6.87MShares$242 Million4.6% of portfolio