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DFSDDFSD
Showing 8 of 14 quarters

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

Beacon Pointe Advisors, LLC holds 1M shares of DFSD (DIMENSIONAL ETF TRUST), worth $49.9M as of 2026-Q2. The position was increased (+13.9% shares). DFSD represents 0.2% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$49.9M

Current Shares

1M

Total Value Change

+$47.3M

Total Shares Change

+989,573

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+13.9%
$49.9M0.2%$47.10
40
2026-Q1
Increased
917,818
+7.6%
$43.9M0.2%$46.88
38
2025-Q4
Increased
853,016
+287.4%
$40.9M0.3%$46.80
56
2025-Q3
Increased
220,206
+141.3%
$10.6M0.1%$46.28
45
2025-Q2
Increased
91,243
+19.6%
$4.4M0.0%$45.60
32
2025-Q1
Increased
76,275
+22.0%
$3.6M0.0%$44.73
32
2024-Q4
Increased
62,540
+11.0%
$2.9M0.0%$43.90
29
2024-Q3
Increased
56,320
+7.2%
$2.7M0.0%$43.86
28

Other major holders of DFSD: Focus Partners Wealth, Savant Capital, LLC

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