Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Beacon Pointe Advisors, LLC
- $11.3 Billion
- Q3 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 2,383,895 shares of DFIC stock, worth $79.6 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
2,383,895
Previous 114,393
1983.95%
Holding current value
$79.6 Million
Previous $3.56 Million
2098.17%
% of portfolio
0.69%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
283MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio