Back to Beacon Pointe Advisors, LLC Beacon Pointe Advisors, LLC

DFAUDFAU
18 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in DIMENSIONAL ETF TRUST

Yes. Beacon Pointe Advisors holds 2,939,806 shares of DFAU, worth $152M, as of its Q2 2026 13F filing. It increased the position by 138,453 shares (+4.9%) from Q1 2026. Beacon Pointe Advisors has held DFAU since Q1 2022, across 18 quarterly 13F filings. DFAU is 0.7% of Beacon Pointe Advisors' reported 13F portfolio.

Current Value

$152M

Current Shares

2.9M

Total Value Change

+$148.8M

Total Shares Change

+2.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.9M
+4.9%
$152M0.7%$51.57
45
2026-Q1
Increased
2.8M
+5.0%
$126.4M0.7%$44.91
45
2025-Q4
Increased
2.7M
+418.8%
$124.9M0.9%$46.47
69
2025-Q3
Increased
514,363
+176.9%
$23.5M0.2%$45.32
55
2025-Q2
Increased
185,741
+9.5%
$7.9M0.1%$41.85
30
2025-Q1
Decreased
169,654
-2.5%
$6.5M0.1%$37.87
0
2024-Q4
Increased
173,940
+5.3%
$7M0.1%$39.80
29
2024-Q3
Decreased
165,202
-8.5%
$6.6M0.1%$38.87
0
2024-Q2
Decreased
180,629
-6.3%
$6.8M0.1%$36.61
0
2024-Q1
Increased
192,719
+7.5%
$7M0.1%$35.58
29
2023-Q4
Increased
179,281
+14.8%
$6M0.1%$32.31
31
2023-Q3
Increased
156,131
+6.6%
$4.7M0.1%$28.98
29
2023-Q2
Increased
146,427
+0.1%
$4.5M0.1%$29.89
27
2023-Q1
Decreased
146,299
-4.2%
$4.2M0.1%$27.66
0
2022-Q4
Increased
152,654
+8.8%
$4.1M0.1%$25.89
29
2022-Q3
Increased
140,362
+23.1%
$3.5M0.1%$24.00
32
2022-Q2
Increased
114,020
+15.0%
$3M0.1%$25.12
30
2022-Q1
New
99,126
-
$3.1M0.0%$29.86
37

Other major holders of DFAU: Sequoia Financial Advisors, LLC

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