Beacon Pointe Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q4 2024
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 108,858 shares of DFIC stock, worth $3.07 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
108,858
Previous 110,530
1.51%
Holding current value
$3.07 Million
Previous $3.11 Million
9.55%
% of portfolio
0.03%
Previous 0.04%
Shares
10 transactions
Others Institutions Holding DFIC
# of Institutions
443Shares Held
266MCall Options Held
5.9KPut Options Held
0-
Envestnet Asset Management Inc29.5MShares$831 Million0.25% of portfolio
-
Mercer Global Advisors Inc Denver, CO27.4MShares$773 Million1.75% of portfolio
-
Forum Financial Management, LP Lombard, IL16.4MShares$461 Million8.36% of portfolio
-
Evensky & Katz LLC6.13MShares$173 Million10.37% of portfolio
-
Rw Investment Management LLC Eagle, ID4.92MShares$139 Million15.48% of portfolio