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DFSVDFSV
17 quarters

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

Beacon Pointe Advisors, LLC holds 848,190 shares of DFSV (DIMENSIONAL ETF TRUST), worth $32.9M as of 2026-Q2. The position was increased (+4.0% shares). DFSV represents 0.2% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$32.9M

Current Shares

848,190

Total Value Change

+$32.3M

Total Shares Change

+823,467

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
848,190
+4.0%
$32.9M0.2%$38.64
36
2026-Q1
Decreased
815,577
-10.6%
$28.6M0.2%$34.78
0
2025-Q4
Decreased
912,614
-18.0%
$30M0.2%$32.54
0
2025-Q3
Increased
1.1M
+433.3%
$35.4M0.3%$31.37
56
2025-Q2
Decreased
208,772
-2.0%
$6.1M0.1%$28.86
0
2025-Q1
Increased
212,993
+9.8%
$6M0.1%$27.48
30
2024-Q4
Increased
194,017
+3.2%
$6M0.1%$29.96
28
2024-Q3
Increased
188,080
+1.6%
$5.8M0.1%$29.85
27
2024-Q2
Decreased
185,159
-1.9%
$5.3M0.1%$27.81
0
2024-Q1
Increased
188,663
+2.3%
$5.7M0.1%$28.96
28
2023-Q4
Increased
184,359
+0.6%
$5.4M0.1%$27.97
27
2023-Q3
Increased
183,269
+17.7%
$4.6M0.1%$24.24
31
2023-Q2
Increased
155,750
+11.3%
$4M0.1%$24.49
30
2023-Q1
Increased
139,908
+32.9%
$3.5M0.1%$23.66
34
2022-Q4
Increased
105,240
+44.5%
$2.6M0.1%$23.45
35
2022-Q3
Increased
72,824
+194.6%
$1.6M0.0%$20.54
41
2022-Q2
New
24,723
-
$558,0000.0%$21.20
34

Other major holders of DFSV: DIMENSIONAL FUND ADVISORS LP, Savant Capital, LLC

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