Back to Beacon Pointe Advisors, LLC Beacon Pointe Advisors, LLC

DUSBDUSB
7 quarters

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

Beacon Pointe Advisors, LLC holds 140,047 shares of DUSB (DIMENSIONAL ETF TRUST), worth $7.1M as of 2026-Q2. The position was increased (+10.8% shares). DUSB represents 0.0% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$7.1M

Current Shares

140,047

Total Value Change

+$6.4M

Total Shares Change

+126,746

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
140,047
+10.8%
$7.1M0.0%$50.27
30
2026-Q1
Increased
126,456
+70.3%
$6.4M0.0%$49.93
40
2025-Q4
Increased
74,267
+1.6%
$3.8M0.0%$49.49
27
2025-Q3
Increased
73,131
+293.3%
$3.7M0.0%$48.99
43
2025-Q2
Increased
18,594
+41.4%
$943,6460.0%$48.43
33
2025-Q1
Decreased
13,155
-1.1%
$667,3530.0%$47.88
0
2024-Q4
New
13,301
-
$672,8980.0%$47.35
34

Other major holders of DUSB: Savant Capital, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

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