Position history for Beacon Pointe Advisors, LLC's holdings in DIMENSIONAL ETF TRUST
Beacon Pointe Advisors, LLC holds 1.3M shares of DFIV (DIMENSIONAL ETF TRUST), worth $64.1M as of 2025-Q4. The position was increased (++72.3% shares). DFIV represents 0.4% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$64.1M
Current Shares
1.3M
Total Value Change
+$38M
Total Shares Change
+558,957
Other major holders of DFIV: Kestra Advisory Services, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV
Increased |
| 1.3M |
+72.3% |
| $64.1M |
| 0.4% |
| $50.10 |
53 |
| 2025-Q3 | Increased | 746,115 | +15.3% | $34.4M | 0.3% | $45.75 | 40 |
| 2025-Q2 | Increased | 647,336 | +0.9% | $27.7M | 0.3% | $42.28 | 35 |
| 2025-Q1 | Decreased | 641,560 | -11.7% | $25.3M | 0.3% | $38.53 | 0 |
| 2024-Q4 | Decreased | 726,396 | -1.8% | $25.8M | 0.3% | $34.26 | 0 |
| 2024-Q3 | Increased | 739,314 | +1.8% | $28.2M | 0.3% | $36.62 | 35 |
| 2024-Q2 | Increased | 726,289 | +4.2% | $26.1M | 0.3% | $34.22 | 36 |