Beacon Pointe Advisors, LLC Dimensional ETF Tr Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 187,165 shares of DFAI stock, worth $5.98 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
187,165
Previous 178,258
5.0%
Holding current value
$5.98 Million
Previous $5.67 Million
3.53%
% of portfolio
0.06%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio