Beacon Pointe Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Beacon Pointe Advisors, LLC
- $8.35 Billion
- Q2 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 1,355,427 shares of DFUV stock, worth $56.4 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
1,355,427
Previous 1,186,006
14.29%
Holding current value
$56.4 Million
Previous $48.5 Million
9.73%
% of portfolio
0.64%
Previous 0.55%
Shares
9 transactions
Others Institutions Holding DFUV
# of Institutions
617Shares Held
255MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO29MShares$1.2 Billion2.88% of portfolio
-
Envestnet Asset Management Inc27.1MShares$1.13 Billion0.38% of portfolio
-
Savant Capital, LLC18.4MShares$763 Million7.09% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$600 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.9MShares$455 Million0.76% of portfolio