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 194,017 shares of DFSV stock, worth $5.51 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
194,017
Previous 188,080 3.16%
Holding current value
$5.51 Million
Previous $5.79 Million 3.09%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$30.18 - $33.87 $179,178 - $201,086
5,937 Added 3.16%
194,017 $5.97 Million
Q3 2024

Nov 14, 2024
BUY
$28.25 - $31.7 $82,518 - $92,595
2,921 Added 1.58%
188,080 $5.79 Million
Q2 2024

Aug 12, 2024
SELL
$27.81 - $30.13 $97,446 - $105,575
-3,504 Reduced 1.86%
185,159 $5.33 Million
Q1 2024

May 14, 2024
BUY
$27.45 - $30.1 $118,144 - $129,550
4,304 Added 2.33%
188,663 $5.68 Million
Q4 2023

Feb 08, 2024
BUY
$23.61 - $29.53 $25,734 - $32,187
1,090 Added 0.59%
184,359 $5.37 Million
Q3 2023

Nov 14, 2023
BUY
$24.97 - $27.69 $687,149 - $762,001
27,519 Added 17.67%
183,269 $4.64 Million
Q2 2023

Aug 11, 2023
BUY
$23.17 - $25.7 $367,059 - $407,139
15,842 Added 11.32%
155,750 $4 Million
Q1 2023

May 12, 2023
BUY
$23.74 - $28.31 $823,018 - $981,451
34,668 Added 32.94%
139,908 $3.49 Million
Q4 2022

Feb 14, 2023
BUY
$22.47 - $26.46 $728,387 - $857,727
32,416 Added 44.51%
105,240 $2.61 Million
Q3 2022

Nov 09, 2022
BUY
$21.77 - $26.17 $1.05 Million - $1.26 Million
48,101 Added 194.56%
72,824 $1.58 Million
Q2 2022

Aug 11, 2022
BUY
$22.18 - $26.16 $548,356 - $646,753
24,723 New
24,723 $558,000

Others Institutions Holding DFSV

# of Institutions
416
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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