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

DFAWDFAW
11 quarters

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

Beacon Pointe Advisors, LLC holds 26,182 shares of DFAW (DIMENSIONAL ETF TRUST), worth $2.2M as of 2026-Q2. The position was increased (+1.8% shares). DFAW represents 0.0% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$2.2M

Current Shares

26,182

Total Value Change

+$1.8M

Total Shares Change

+19,796

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
26,182
+1.8%
$2.2M0.0%$82.54
26
2026-Q1
Increased
25,711
+6.0%
$1.9M0.0%$73.22
27
2025-Q4
Increased
24,247
+16.3%
$1.8M0.0%$73.26
30
2025-Q3
Increased
20,841
+118.4%
$1.5M0.0%$70.66
41
2025-Q2
Increased
9,544
+4.1%
$640,2180.0%$65.74
25
2025-Q1
Increased
9,170
+19.2%
$561,9670.0%$59.72
29
2024-Q4
Increased
7,694
+38.0%
$480,5900.0%$60.73
32
2024-Q3
Decreased
5,577
-4.9%
$353,9050.0%$61.41
0
2024-Q2
Decreased
5,863
-19.0%
$349,0830.0%$57.41
0
2024-Q1
Increased
7,239
+13.4%
$428,0550.0%$56.73
27
2023-Q4
New
6,386
-
$350,8570.0%$52.59
33

Other major holders of DFAW: Farther Finance Advisors, LLC, Focus Partners Wealth

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