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Dimensional Etf Trust shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4M 184k 29.12
2023-09-30 $4.6M 183k 25.34
2023-06-30 $4.0M 156k 25.70
2023-03-31 $3.5M 140k 24.93
2022-12-31 $2.6M 105k 24.77
2022-09-30 $1.6M 73k 21.74
2022-06-30 $558k 25k 22.57

More positions owned by Beacon Pointe Advisors

Apple (AAPL)
Lennox International (LII)
Microsoft Corporation Put Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Amazon Call Option (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Beacon Pointe Advisors

Top funds holding Dimensional Etf Trust

Alaska Permanent Fund Corp
JMG Financial Group
EP Wealth Advisors
Savant Capital Management
Comprehensive Portfolio Management
CI Private Wealth
Modera Wealth Management
DiNuzzo Private Wealth
Cable Hill Partners
Pathstone Holdings
Stordahl Capital Management
Commonwealth Equity Services
Jackson Thornton Asset Management
Truepoint
Alpha Financial Advisors

View all funds holding Dimensional Etf Trust