Ownership history in Beacon Pointe Advisors, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Beacon Pointe Advisors, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 5,975,927 | +355,581 | +6.3% | 1.66% | $236.6M | $39.59 |
| 2025 Q3 | ADDED | 5,620,346 | +4,520,854 | +411.2% | 1.84% | $216.8M | $38.48 |
| 2025 Q2 | REDUCED | 1,099,492 | -151,401 | -12.1% | 0.41% | $39.4M | $35.66 |
| 2025 Q1 | REDUCED | 1,250,893 | -19,135 | -1.5% | 0.46% | $41.3M | $32.72 |
| 2024 Q4 | REDUCED | 1,270,028 | -177,260 | -12.2% | 0.49% | $43.9M | $34.23 |
| 2024 Q3 | ADDED | 1,447,288 | +70,907 | +5.2% | 0.57% | $49.6M | $33.84 |
| 2024 Q2 | REDUCED | 1,376,381 | -70,549 | -4.9% | 0.52% | $44.4M | $31.72 |
| 2024 Q1 | REDUCED | 1,446,930 | -3,943 | -0.3% | 0.51% | $46.2M | $31.35 |
| 2023 Q4 | ADDED | 1,450,873 | +201,114 | +16.1% | 0.51% | $42.4M | $28.62 |
| 2023 Q3 | ADDED | 1,249,759 | +49,730 | +4.1% | 0.41% | $32.7M | $25.56 |
As of 2025 Q4 — sorted by position size