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Beacon Pointe Advisors, LLC: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Pointe Advisors, LLC on DFAU, newest first. How the timeline and the estimate are built.

Beacon Pointe Advisors, LLC held 2,939,806 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,939,806 shares
    Change vs previous 13F +138,453 shares

    0.71% of the 13F portfolio, value $151,958,549.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,801,353 shares
    Change vs previous 13F +132,899 shares

    0.67% of the 13F portfolio, value $126,397,031.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,668,454 shares
    Change vs previous 13F +2,154,091 shares

    0.88% of the 13F portfolio, value $124,883,661.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 514,363 shares
    Change vs previous 13F +328,622 shares

    0.2% of the 13F portfolio, value $23,537,265.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 185,741 shares
    Change vs previous 13F +16,087 shares

    0.08% of the 13F portfolio, value $7,867,992.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 169,654 shares
    Change vs previous 13F -4,286 shares

    0.07% of the 13F portfolio, value $6,521,512.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 173,940 shares
    Change vs previous 13F +8,738 shares

    0.08% of the 13F portfolio, value $7,042,825.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 165,202 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,556,859.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).