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3 quarters

Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

Beacon Pointe Advisors, LLC holds 1.2M shares of DFGP (DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF), worth $63.9M as of 2026-Q1. The position was increased (+0.7% shares). DFGP represents 0.3% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$63.9M

Current Shares

1.2M

Total Value Change

+$1.4M

Total Shares Change

+58,347

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.2M
+0.7%
$63.9M0.3%$52.81
35
2025-Q4
Increased
1.2M
+4.4%
$63.6M0.4%$52.89
37
2025-Q3
New
1.1M
-
$62.6M0.5%$52.63
58

Other major holders of DFGP: ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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