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DFIVDFIV
Showing 8 of 18 quarters

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

Beacon Pointe Advisors, LLC holds 2M shares of DFIV (DIMENSIONAL ETF TRUST), worth $106.2M as of 2026-Q2. The position was increased (+40.0% shares). DFIV represents 0.5% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$106.2M

Current Shares

2M

Total Value Change

+$78M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2M
+40.0%
$106.2M0.5%$54.02
48
2026-Q1
Increased
1.4M
+9.2%
$74.1M0.4%$53.50
39
2025-Q4
Increased
1.3M
+72.3%
$64.1M0.4%$50.10
53
2025-Q3
Increased
746,115
+15.3%
$34.4M0.3%$45.75
40
2025-Q2
Increased
647,336
+0.9%
$27.7M0.3%$42.28
35
2025-Q1
Decreased
641,560
-11.7%
$25.3M0.3%$38.53
0
2024-Q4
Decreased
726,396
-1.8%
$25.8M0.3%$34.26
0
2024-Q3
Increased
739,314
+1.8%
$28.2M0.3%$36.62
35

Other major holders of DFIV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV

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