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 874,873 shares of DUHP stock, worth $31.7 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
874,873
Previous 792,120
10.45%
Holding current value
$31.7 Million
Previous $26.8 Million
8.32%
% of portfolio
0.33%
Previous 0.3%
Shares
12 transactions
Others Institutions Holding DUHP
# of Institutions
437Shares Held
235MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.17MShares$260 Million4.42% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio