Beacon Pointe Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 2024
A detailed history of Beacon Pointe Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 196,129 shares of DFAT stock, worth $10.8 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
196,129
Previous 209,481
6.37%
Holding current value
$10.8 Million
Previous $11.7 Million
6.32%
% of portfolio
0.12%
Previous 0.14%
Shares
13 transactions
Others Institutions Holding DFAT
# of Institutions
748Shares Held
168MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$777 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$687 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.94MShares$494 Million9.85% of portfolio
-
Index Fund Advisors, Inc.7.2MShares$397 Million22.29% of portfolio
-
Savant Capital, LLC5.13MShares$283 Million2.33% of portfolio