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DFSEDFSE
4 quarters

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

Beacon Pointe Advisors, LLC holds 50,694 shares of DFSE (DIMENSIONAL ETF TRUST), worth $2.5M as of 2026-Q2. The position was increased (+1.8% shares). DFSE represents 0.0% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$2.5M

Current Shares

50,694

Total Value Change

+$670,596

Total Shares Change

+6,710

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
50,694
+1.8%
$2.5M0.0%$48.54
27
2026-Q1
Increased
49,789
+8.7%
$2.1M0.0%$41.85
28
2025-Q4
Increased
45,798
+4.1%
$1.9M0.0%$40.92
27
2025-Q3
New
43,984
-
$1.8M0.0%$40.26
36

Other major holders of DFSE: DIMENSIONAL FUND ADVISORS LP, Pathstone Holdings, LLC, Focus Partners Wealth

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