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DISVDISV
17 quarters

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

Beacon Pointe Advisors, LLC holds 449,274 shares of DISV (DIMENSIONAL ETF TRUST), worth $18M as of 2026-Q2. The position was increased (+18.5% shares). DISV represents 0.1% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$18M

Current Shares

449,274

Total Value Change

+$17.2M

Total Shares Change

+412,228

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
449,274
+18.5%
$18M0.1%$39.88
33
2026-Q1
Decreased
379,022
-2.0%
$14.9M0.1%$38.63
0
2025-Q4
Increased
386,748
+7.5%
$14.7M0.1%$37.21
36
2025-Q3
Increased
359,904
+8.3%
$12.8M0.1%$34.72
36
2025-Q2
Decreased
332,178
-3.0%
$10.9M0.1%$31.86
0
2025-Q1
Increased
342,462
+5.2%
$10M0.1%$27.69
35
2024-Q4
Increased
325,626
+2.6%
$8.7M0.1%$25.24
28
2024-Q3
Increased
317,366
+2.4%
$9.2M0.1%$27.44
34
2024-Q2
Increased
309,864
+2.6%
$8.3M0.1%$25.30
28
2024-Q1
Increased
301,911
+1.7%
$8.2M0.1%$25.15
28
2023-Q4
Increased
296,827
+0.4%
$7.7M0.1%$23.84
27
2023-Q3
Increased
295,588
+13.4%
$7M0.1%$21.83
31
2023-Q2
Increased
260,635
+18.0%
$6.2M0.1%$21.57
38
2023-Q1
Increased
220,887
+39.0%
$5.3M0.1%$21.42
36
2022-Q4
Increased
158,883
+62.3%
$3.5M0.1%$19.94
38
2022-Q3
Increased
97,884
+164.2%
$1.8M0.0%$16.58
42
2022-Q2
New
37,046
-
$780,0000.0%$18.72
34

Other major holders of DISV: Focus Partners Wealth, DIMENSIONAL FUND ADVISORS LP

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