Ownership history in Beckerman Institutional, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in DIMENSIONAL ETF TRUST (DFAT). 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 | 44,469 | +1,176 | +2.7% | 1.49% | $2.6M | $59.54 |
| 2025 Q3 | ADDED | 43,293 | +2,067 | +5.0% | 1.48% | $2.5M | $57.98 |
| 2025 Q2 | ADDED | 41,226 | +3,095 | +8.1% | 1.48% | $2.2M | $53.49 |
| 2025 Q1 | ADDED | 38,131 | +2,432 | +6.8% | 1.42% | $2.0M | $50.81 |
| 2024 Q4 | ADDED | 35,699 | +1,634 | +4.8% | 1.59% | $2.0M | $54.76 |
| 2024 Q3 | INITIATED | 34,065 | — | — | 1.60% | $1.9M | $54.53 |
As of 2025 Q4 — sorted by position size