SEC 13F Intelligence

Beacon Pointe Advisors, LLC / DFAC

Beacon Pointe Advisors, LLC’s Dimensional Etf Trust Position

Does Beacon Pointe Advisors, LLC own Dimensional Etf Trust (DFAC)? Yes5.90M shares worth $229M (+1.21% of its 13F portfolio) as of Q1 2026, down from 5.98M shares the prior filed quarter.

Position Value
$229M
Q1 2026
Shares
5.90M
% of Portfolio
+1.21%
Quarters Held
20
currently held

Position History DFAC

Reported value by quarter
Q2 ’21: $721,000Q2 ’21Q3 ’21: $1MQ4 ’21: $1MQ1 ’22: $36MQ1 ’22Q2 ’22: $32MQ3 ’22: $28MQ4 ’22: $33MQ4 ’22Q1 ’23: $36MQ2 ’23: $33MQ3 ’23: $33MQ3 ’23Q4 ’23: $42MQ1 ’24: $46MQ2 ’24: $44MQ2 ’24Q3 ’24: $50MQ4 ’24: $44MQ1 ’25: $41MQ1 ’25Q2 ’25: $39MQ3 ’25: $217MQ4 ’25: $237MQ4 ’25Q1 ’26: $229Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.90M$229M+1.21%
Q4 20255.98M$237M+1.66%
Q3 20255.62M$217M+1.84%
Q2 20251.10M$39M+0.41%
Q1 20251.25M$41M+0.46%
Q4 20241.27M$44M+0.49%
Q3 20241.45M$50M+0.57%
Q2 20241.38M$44M+0.52%
Q1 20241.45M$46M+0.51%
Q4 20231.45M$42M+0.51%
Q3 20231.25M$33M+0.41%
Q2 20231.20M$33M+0.53%
Q1 20231.42M$36M+0.62%
Q4 20221.35M$33M+0.63%
Q3 20221.28M$28M+0.64%
Q2 20221.36M$32M+0.67%
Q1 20221.30M$36M+0.49%
Q4 202135.9K$1M+0.03%
Q3 202137.6K$1M+0.02%
Q2 202126.7K$721,000+0.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beacon Pointe Advisors, LLC’s full portfolio or all institutional holders of DFAC.